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Financial Services Administrator

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Posted a month ago, valid for 18 days
Location

Grimsby, Lincolnshire DN37, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job is for an IFA Administrator or Wealth Administrator at a reputable firm.
  • Candidates should have previous experience as an IFA Administrator and strong communication skills.
  • The role involves onboarding new clients, compiling investment illustrations, and liaising with clients and providers.
  • The position offers hybrid working and a potential tax-free bonus.
  • Salary details were not provided, but candidates are encouraged to inquire about compensation during the application process.

Do you want to work for a reputable firm with a wealth of experience?

Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression?

Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors?

Excellent, please do get in touch.Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator.What are the day-to-day responsibilities of the IFA Administrator:

  • Onboarding new clients
  • Compile investment illustrations on behalf of Paraplanner
  • Liaise with clients and providers regularly on queries, valuations, plan alterations etc

Required Skills and Qualifications:

  • Previous experience as an IFA Administrator
  • Strong communication skills both verbal and written
  • Detail focused with a strong work ethic

The role does offer hybrid working a potential tax free bonus.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.