Senior Ifa Administrator - Leicester, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Leicester, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
I am recruiting for a fantastic family run IFA firm.

They have been advising families and individuals in the Leicestershire area for over 30 years They are experiencing excellent growth and are looking to recruit an experience Senior IFA administrator towork within their paraplanning team.


You will provide support to the Financial Advisers and Paraplanner in order to provide clients with a professional and seamless ongoing Financial Planning experience.

What you get

  • Salary from £26,000 negotiable depending on qualifications/experience
  • Company pension scheme
  • 25 days annual leave + bank holidays
  • Free parking
  • Career progression opportunities
  • Death in service
  • Private medical insurance

Key responsibilities include:

  • Preparing valuation reports
  • Obtaining fee information and illustrations
  • Dealing with daytoday client and provider enquiries
  • Implementing recommendations

Skills and experience required:

  • Experience working as an Administrator within Financial Services
  • R01, CF1 or equivalent is desirable
  • Strong attention to detail
  • Good communication skills
  • Good MS Office skills
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