Ifa Administrator - London, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator

London

Competitive salary + market leading benefits package, bonus, flexible working

Award winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.

Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.

Have at least 12 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
Detailed and working knowledge of regulatory requirements.
Experience and knowledge of investments, pension plans and other financial products.
Strong IT skills; basic MS Office package.
Excellent organisational and communication skills.
Strong numeracy skills.

The main duties of this role include:
Liaising with clients, fund managers, solicitors and accountants daily.

New business processing

Preparing Valuations, Illustrations & Quotations

Completing FCA compliant transactions.
Obtaining information from fund managers.
Sending letters of authority.
Working closely with advisers.