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Accountancy Divisions
,
London, Greater London
IFA Administrator
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Job Type: Full-time |
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Salary: £26,000 per annum |
Overview
Title: IFA Administrator Location: London Salary: £26000 - £30000 Benefits Are you looking a new role that will provide you with a structured career path to become an Adviser or Career Paraplanner? My Client which was established in 1980, is a firm of independent financial advisers providing advice to individual and to corporate clients. The firm manages private client investments of c£0.5 billion. They are now looking to recruit an IFA Administrator to support the continued growth of the business. Key Responsibilities Include: Execute new business transactions including sales and purchases of unit trusts, ISAs, investment bonds and SIPPs Process written applications Organise fund switches Arrange pension contributions and transfers Make arrangements for life cover Ensure correct dealing terms are applied, with commission statement, application form and subsequent placement all thoroughly checked Understand and accurately interpret the instructions from the IFAs Ensure that relevant documentation is always completed and correctly filed Monitor and summarise the status of cash balances of client accounts My Client will offer support and structured career path so the successful IFA Administrator can progress to become a Financial Adviser if desired. This is an excellent opportunity for someone looking for a company that can train and build on their existing experience. For immediate consideration for this Financial Adviser role please forward your CV to Katherine Goodman at Financial Divisions