Ifa Administrator - Cumbria, United Kingdom - Finlink Ltd

Finlink Ltd

Verified Company

Cumbria, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An excellent opportunity to join a well-established firm of Independent Financial Advisers based in the South Cumbria area. They are directly authorised and have been running for almost 36 years. They are a growing business which is now part of a largergroup.

The Role:

Provide administrative support to the financial planners and relationship managers
Process new business, incremental business, surrenders, encashment and switches
Coordinate with product / platform providers relating to client holdings
Obtaining information on other plans held by clients
Prepare client valuations and dealing with other adhoc client requests

Required Skills and Qualifications:

Administration experience within financial services
Level 4 Diploma in progress

The Benefits:

Basic salary up to £28,000 per annum, depending on experience
Bonus arrangement, part of which is target based
Up to 22 days holiday (plus bank holidays and additional days off between Christmas and New Year)
4 x salary death in service scheme
Company Pension contribution
Full support provided to achieve relevant qualifications
Your birthday off (and paid) if your birthday falls on a working day
Free financial planning for self with discounted financial planning for family