IFA Administrator

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator. The role will be varied and you will work closely with the Director, in providing a first-class service to their clients.Should you wish to work towards taking CII qualifications then this can be supported. Main responsibilities: Liaising with clients and handling queries Working closely with the Director Working closely with the Companys Network, ensuring that all practices and procedures are implemented and followed effectively Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo / Intelligent Office) Preparing Suitability Reports from templates Processing new business and ensur...

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