Senior IFA Administrator / Office Manager

Anthony Alexandra ,
Guildford, Surrey
More Details
Job Type: Full-time
Salary: £30,000 per annum

Overview

Anthony Alexandra are working in partnership with an Independent Financial Advisors based in Surrey, who are seeking an Senior IFA Administrator / Office Manager with a strong work ethic. This role is appropriate for a Senior IFA Administrator / Office Manager, assisting with the development of a growing team that deals with a wide range of Financial Services. The requirement of this role include: 3 - 5 years previous experience in an adviser support role within an IFA firm A minimum of CF1 or equivalent (Desired) Knowledge of Investments, Pensions & Protection Products Responsibilities for this role include: Providing administrative support to Financial Advisers Dealing with daily client and provider enquiries New business processing Ability to use back office systems such as Intelliflo Supervising a team of administrators Maintaining client files in line with Compliance procedures and updating client fact find information Keywords IFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo /x-plan / Iress / Admin / Mortgages Commutable from: Guildford / Godalming / Woking / Horsham / Aldershot / Farnborough / Farnham / Cranleigh / Hindhead / Milford / Dorking / Horsley / Effingham / Leatherhead / Send / Fleet / Bordon / Petworth / Petersfield For more information on our services, visit anthonyalexandra.com

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