Product Features
Blog
Contact Us
Sign In
PB Recruitment Consultants Ltd
,
London, Greater London
IFA ADMINISTRATOR - LONDON - £25,000 - £30,000
|
|
Job Type: Full-time |
|---|
Overview
POSISTION: IFA - Senior Administrator LOCATION: London (City) SALARY: £25,000 - £30,000 - Bonus & Bens as well as support towards professional qualifications. The Opportunity A highly successful, IFA practice based in London have a fantastic opportunity within their business. This is to provide administration support to the financial advisers and their clients. Experience required Hold previous experience within an IFA / Financial Planning Practice. Dealing with new business enquiries. Sending out letters of authority. Sound knowledge of investment wrap platforms. Working towards professional qualifications, level 4 or equivalent. Previous experience dealing with High Net Worth Clients desirable A strong understanding of Pensions and Investment products advantageous Duties Providing technical support to paraplanners and Financial advisers Processing of new business and documentation Preparing for adviser/client appointments including collation of meeting packs Dealing with client queries Inputting and ongoing maintenance of data on internal systems General administration. Monitoring own workflow and assisting colleagues where required. Dealing with adviser charge, fee and commission enquiries. Strong broad knowledge on the products and providers available on the open market. Contact For further information on the firm and position, please contact Vicky at PB Recruitment (ext. 003) We`re always on the hunt for outstanding candidates and we love meeting new people So if this role doesn`t sound like a great fit for you but you like the sound of us, please do get in touch and find out how we can help you find your next role PB Recruitment Consultants endeavour to respond to each candidate, however we do receive a large volume of applications, so if you have not heard from us within two weeks, unfortunately you have been unsuccessful with your application. We will however add your details to our database and be sure to contact you should a suitable vacancy arise. PB Recruitments management team have over 35 years` experience of management within our specialist sectors, understanding the importance of reliability and commitment in service provision to ensure targets are met and ultimately customer satisfaction is provided. Through our experience, we have heightened awareness as to specific requirements to facilitate job momentum and enhance productivity. Together we have a wealth of knowledge which allows us to have insight when allocating candidates to each specific job and believe that through an initial meeting with clients are able to select those who would ensure higher productivity meeting and exceeding your standards in practice. We understand that many industries do not work the average 9:00am - 5:00pm day, which is why our office phones divert every evening and at weekends, allowing us to provide a 24 hour service, seven days per week.