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...