Ifa Administrator - Kendal, United Kingdom - Finlink Ltd
Description
An excellent opportunity to join a well-established firm of Independent Financial Advisers based in the South Cumbria area. The firm are directly authorised and have been running for almost 36 years. They are a growing business which is now part of a larger group.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
Job Types:
Full-time, Permanent
Salary:
£18,000.00-£28,000.00 per year
Benefits:
- Company pension
- Financial planning services
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
Application question(s):
- Do you have administration experience in financial services?
- Have you currently doing your Level 4 diploma?
Work Location:
One location
More jobs from Finlink Ltd
-
Recruitment Consultant
Bristol, United Kingdom - 6 days ago
-
Trainee Mortgage Broker
Kent, United Kingdom - 1 week ago
-
Paraplanner
Leeds, United Kingdom - 1 week ago
-
Mortgage Broker
Wales, United Kingdom - 1 week ago
-
Mortgage Broker
Newcastle Upon Tyne, United Kingdom - 1 week ago
-
Mortgage Adviser
Chatham, United Kingdom - 2 weeks ago