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About the Role
IFA Administrator
Nr Loughborough, Leicestershire (our Ref AL1409)
Salary c£26,000 depending on experience + benefits and performance related bonus
Full time position, office based, although consideration may be given to part time and hybrid working
My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.
The role will be varied and you will work closely with the Director, in providing a first-class service to their clients. Should you wish to work towards taking CII qualifications then this can be supported.
Main responsibilities:
* Liaising with clients and handling queries
* Working closely with the Director
* Working closely with the Company’s Network, ensuring that all practices and procedures are implemented and followed effectively
* Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo / Intelligen...
Nr Loughborough, Leicestershire (our Ref AL1409)
Salary c£26,000 depending on experience + benefits and performance related bonus
Full time position, office based, although consideration may be given to part time and hybrid working
My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.
The role will be varied and you will work closely with the Director, in providing a first-class service to their clients. Should you wish to work towards taking CII qualifications then this can be supported.
Main responsibilities:
* Liaising with clients and handling queries
* Working closely with the Director
* Working closely with the Company’s Network, ensuring that all practices and procedures are implemented and followed effectively
* Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo / Intelligen...
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