Ifa Administrator - Woking, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Woking, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
An excellent opportunity to work within an IFA firm as an administrator earning up to £30,000. This firm is looking for individuals who have financial services experience. The firm will provide qualification support and promotional support.


This company are an independent financial advisory firm who are directly authorised and have been running for just under 20 years.

The firm specialise in pensions and investments advice and also provide corporate services.


The Role:

  • General administration support to the financial advisers
  • Processing new business, placing trades and submitting pension and investment transfers
  • Contacting providers and liaising with clients
  • Using systems such as FE analytics and Intelligent Office

Required Skills and Qualifications:

  • Experience working within financial services as an administrator
  • A keenness to develop within the company

The Benefits:

  • 25 days holiday + bank holidays
  • Pension contribution
  • Discretionary annual bonus
  • Free parking
  • Sociable and professional office environment
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