Ifa Administrator - London, United Kingdom - Templegate

Templegate
Templegate
Verified Company
London, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
IFA Administrator


Location:
London - Wimledon


Benefits:

Hybrid working, Pension, 25 days leave plus bank holidays


Salary:
£30,000k ~ £35k Depending on experience.


What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA Administrator:

  • Working in collaboration with Financial Advisers and other colleagues to process new and existing business
  • Providing full administrative support to the Financial Advisers
  • Deal effectively with queries from clients and other parties through effective communication.
  • Obtain information, quotes, illustrations and product details for analysis

What is Needed to Be Considered as a Financial Services Administrator / IFA Administrator:

  • Financial Services Experience necessary
  • Specific experience in providing Administration support for an IFA
  • High level of written and oral communication skills.
  • Ideally At least 2 years Financial Services Administrator / IFA Administrator experience, including use of a back office system Intelligent office

Job Types:
Full-time, Permanent


Salary:
£30,000.00-£35,000.00 per year


Benefits:


  • Cycle to work scheme
  • Life insurance

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Work Location:
Hybrid remote in London

Reference ID: 1534
More jobs from Templegate
See all jobs of Templegate