Ifa Administrator - Ferndown, United Kingdom - Recruit UK

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Ferndown, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

_Are you an experienced administrator within financial services, investments or pensions?_

_Would you like to join a supportive team within an established wealth management practice?_
We are currently working on an opportunity for an IFA administrator to join our client in Ferndown, Dorset. You'd be joining a team of established administrators to provide assistance to the Financial Planners and Paraplanners. This role would suit you ifyou have great attention to detail, a positive work ethic and strong communication skills.


Day to day duties would look like:

  • Processing new business and meeting review packs, ensuring all relevant information is updated on their internal database
  • Updating records from 3rd parties to assist with preparation of financial reports
  • Managing cases from start to finish, taking ownership of client business
  • General ad hoc duties maintaining a high standard of service throughout
  • Preparing client reports and correspondence including the review of relevant documents

What's in it for you:


  • Competitive salary and benefits package
  • Full training and ongoing support
  • Friendly and welcoming work culture
  • Free onsite parking
  • Holiday purchase scheme

We are looking for:


  • Experience within IFA administration, investment or pensions administration
  • Ability to manage and prioritise own workload
  • Highly skilled communicator, with great attention to detail
  • Positive working ethic
  • Confident and self assured, working well under pressure
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