Ifa Administrator - London, United Kingdom - Avenue Recruitment

Avenue Recruitment
Avenue Recruitment
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners.


Responsibilities:


  • Managing adviser's pipeline
  • Submitting new business
  • Chasing pipeline business
  • Letters of authority
  • Creating valuations
  • Booking in client reviews
  • Managing adviser's diary
For further details please apply


Salary:
£33,000.00-£35,000.00 per year


Benefits:


  • Company pension

Schedule:

  • Monday to Friday

Experience:


  • Financial planning: 2 years (preferred)
  • Sales administration: 2 years (preferred)

Work Location:
Hybrid remote in London
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