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Administrator

Posted 5 July by Accomplish Today
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Salary icon £25,000 - £32,000 per annum
Location icon Grimsby , South Humberside

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Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator.

What are the day-to-day responsibilities of the IFA Administrator:

  • Onboarding new clients
  • Compile investment illustrations on behalf of Paraplanner
  • Liaise with clients and providers regularly on queries, valuations, plan alterations etc

Required Skills and Qualifications:

  • Previous experience as an IFA Administrator
  • Strong communication skills both verbal and written
  • Detail focused with a strong work ethic

The role does offer hybrid working a potential tax free bonus.

Required skills

  • 1
    Administrative
  • 1
    Financial Services
  • 1
    Investment
  • 1
    Wealth Management

Application question

Do you have any experience in wealth managment or finacial services?

Reference: 53031173

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