Ifa Administrator - Buckinghamshire, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

Buckinghamshire, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator
Buckinghamshire
Competitive salary + market leading benefits package, bonus, flexible working

Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.

Have at least 12 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
Detailed and working knowledge of regulatory requirements.
Experience and knowledge of investments, pension plans and other financial products.
Strong IT skills; basic MS Office package.
Excellent organisational and communication skills.
Strong numeracy skills.

The main duties of this role include:
Liaising with clients, fund managers, solicitors and accountants daily.
New business processing

Preparing Valuations, Illustrations & Quotations

Completing FCA compliant transactions.
Obtaining information from fund managers.
Sending letters of authority.
Working closely with advisers.