Ifa Administrator - Bury St. Edmunds, United Kingdom - GCB Recruitment

GCB Recruitment
GCB Recruitment
Verified Company
Bury St. Edmunds, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

We are currently looking for an IFA Administrator to join our clients, an independent wealth management firm in the Bury St Edmunds area.


The successful IFA Administrator will be offered:

  • Basic Salary
  • £25,000
  • £32,000 Basic (Depending on experience)
  • 22 days holiday + bank holidays
  • DIS


  • Private Medical Scheme

  • Salary Sacrifice
  • Electric Car Scheme
  • Free Parking
  • Study support & qualifications covered.
  • Great Social Environment
  • Pension scheme

To be considered for the IFA Administrator role you must have:

  • A minimum of at least one year as an IFA Administrator.
  • Ability to resolve problems quickly and efficiently.
  • Good computer skills including Microsoft Office.
  • Outstanding communication skills at all levels.
  • Demonstrate a confident telephone manner and excellent customer service.
  • Enjoys working as a member of a team.
  • Experience in CRM systems preferable e.g. Intelliflo.

As an IFA Administrator, your role will involve the following:

  • Prepare proposition documentation for client review meetings.
  • Liaise with providers and carry out research to support advisers.
  • New business processing, from submission to completion.
  • Completion of compliance documentation.


This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

More jobs from GCB Recruitment
See all jobs of GCB Recruitment