- Sound technical knowledge covering pensions, investments, and protection. Mortgage and equity release knowledge (desirable).
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- From £21,000 to £27,500 depending on experience and qualifications.
- 25 days holiday plus bank holidays.
- Annual vote whether to close the office between Christmas and New Year.
- Annual discretionary bonus (paid for the last 10 years).
- Free parking.
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Ifa Administrator - King's Lynn and West Norfolk, Norfolk, United Kingdom - Service Service Employment Agency Limited
3 weeks ago
Description
My client is an Independent Financial Advice firm with offices in Norfolk and Suffolk, they have been trading for all most twenty years.
My client is ideally looking to recruit an experienced financial services administrator however they will also consider candidates from a transferable skill set and background such as mortgage administration.
5 hours, Monday – Friday based in my clients office just ten minutes east of Norwich's outskirts .You will assist with the preparation of meeting packs for client meetings including for new business and annual reviews.
You will analyse existing products including investments, pensions, protection, mortgages, and equity release.You will schedule and manage follow up tasks relating to client meetings and business submissions using Intelligent Office to monitor and accurately record tasks.
You will ensure all client information (including meeting notes) is accurately maintained on Intelligent Office and other systems where appropriate.
You will ensure client agreements, service propositions etc, are in place and are signed, documented and saved to Intelligent Office.
3+ years' experience in an IFA administration role (desirable).