IFA Administrator - Essex

Coast Specialist Recruitment ,
Wickford, Essex
Job Type: Full-time
Salary: £22,000 per annum

Overview

An excellent opportunity has arisen for an experienced IFA Administrator to join an Essex based practice. The successful candidate will work alongside a team of Paraplanners and IFAs, providing key support throughout the advice giving process. Your liaison between relevant parties and departments will have a direct impact on the success of the practice and the success of the relationships the Adviser's have with their clients. Day to day duties will include uodating the back office system, producing suitability reports, preparing general correspondence and processing new business. Previous experience in the administration function of a Financial Advisory practice is essential and a start or real interest in passing industry exams would be advantageous.