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IFA Senior Administrator
- Posted By: Gabbott Recruitment
- Address:
- Contact: 0845 017 9038
- Date Posted: 17th Nov 2008
- Salary: £20,000 to £25,000 package plus benefits
- Location: Southport
- Reference Code: gro13
- Views Since Posting: 103
- Full Description:
IFA Senior Administrator
£20,000 to £25,000 package plus benefits
Our client is driven by the high level of service they deliver to their clients and the long term relationships they have developed with them. Building on the strength of their reputation, the company is entering a planned phase of growth.
Our client is seeking an experienced individual to expand their Administration Team which they recognise underpins their ability to deliver to their clients by providing a comprehensive support service to their Consultants.
As the successful applicant, you are likely to have significant experience working within an IFA environment. You will have a strong track record providing administration services to Consultants. You will be familiar with the main products and with liaising with the major providers. You will also have the ability to draft briefing notes pre client meetings and suitability letters post client meetings. You will bring an accurate and professional approach and be proud of your commitment to client service. IT literacy, a confident telephone manner and good typing skills are also expected.
You are likely to have already completed an appropriate financial qualification for example the Certificate in Financial Administration or the FPC / Cert PFS qualification. You may also be seeking further qualifications. Full support will be provided in your training and development.
If you are motivated to succeed in this role within this professional team environment and if you can demonstrate how you believe you can be effective then we are keen to hear from you.
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