Ifa Administrator - London, United Kingdom - Coast Partnership

Coast Partnership
Coast Partnership
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

A brilliant position with a highly respected wealth management firm for an experienced IFA support administrator has come about.

This role is 3 days per week and offers flexibility to structure this how you wish. Only one day in the office is required.
Friendly and down to earth, the team spirit at this firm is second to none. It offers a warm, supportive, environment for someone to remain in and thrive over the long term.


Role Responsibilities:


  • New Business Administration and Processing.
  • Support delivery of the sales process and client review process.
  • Client Servicing.
  • Maintenance of Client Records.
  • Managing and Reporting on New and Existing Business Income.
  • General administrative support.

Role Requirements:

-
Energy and passion:


  • Strong organisational skills.
  • Excellent communication skills.
  • Initiative.
  • Previous experience within financial services.
  • Competent use of Microsoft products.
-
Previous experience at a wealth management firm or similar is essential.

If this sounds like a great opportunity for you please don't hesitate to apply

Job Types:
Part-time, Permanent

Part-time hours: 72 per week


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


Benefits:


  • Additional leave
  • Company events
  • Company pension
  • Flexitime
  • Life insurance
  • Sick pay
  • Wellness programme
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Ability to commute/relocate:

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

Experience:


  • Financial services: 4 years (required)

Work Location:
Hybrid remote in LONDON
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