IFA Administrator Job in London. Apply for the latest London jobs in Accounting/Financial/Insurance.
IFA Administrator Job in London
Job Description
IFA Administrator
London
Competitive salary + market leading benefits package, bonus, flexible working
Award winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.
Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.
The successful candidate will:
* Have at least 1-2 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.
The main duties of this role include:
Liaising with clients, fund managers, solicitors and accountants daily.
New business processing
Preparing Valuations, Illustrations & Quotations
Completing FCA compliant transactions.
Obtaining information from fund managers.
Sending letters of authority.
Working closely with advisers
Job Type: Permanent, Full Time
Location: London
Category: Accounting/Financial/Insurance
City: London
County: London
Country: United Kingdom
Salary:
Benefits:
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