Epsom 01372 818299 | Reigate 01737 221999 | East Grinstead 01342 325 316

IFA Administrator - HNW IFA


This job does not exist anymore.

Try running a new search or browse our vacancies.

Or fill in the form below to receive job alerts.

2018-11-07 17:14:431970-01-01Lloyd Recruitment
Job Type Permanent Full Time
Location Guildford
Area Surrey, UK Guildford
Sector Financial Services & BankingOffice Support
Salary 23,000
Currency GBP
Start Date
Advertiser Lee OBrien
Job Ref LO9041
Description
IFA Administrator - HNW IFA
To £23,000
Based: Woking/Guildford area

I am recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team.

Applicants must have a genuine interest in working within the financial services industry and should be prepared to study towards industry renowned professional qualifications as part of their professional development.

This is a fantastic opportunity to join a leading Chartered Financial Planners practice; they offer a friendly and professional working environment, and the chance to work alongside some extremely well qualified and experienced staff. They actively support and encourage study towards professional qualifications.

The administrator’s role is to provide full administrative support to the advisers and paraplanners. The main duties include:

  • Sending out Advisory letters and enclosures
  • Composing Asset Allocation spreadsheets
  • Answering and dealing with client queries
  • Scanning meeting notes and creating diary entries on 1st Software
  • Dealing with incoming/outgoing post
  • New client administration/onboarding
  • Ensuring all client information is correctly recorded on 1st Software system
  • Producing valuations and carrying out quarterly and annual reviews

Applicants must have a minimum of GCSE grade C (or equivalent) in Maths and English, the client will also consider graduates.

Any experience gained within the financial services arena would be adventurous however the client would like to see some general administrative experience as a minimum. A genuine interest in the pensions and investment arena is essential, as is the motivation and commitment to achieve professional qualifications.

The successful candidate will possess first class communication skills (both written and spoken), be highly conscientious, well organised and have a keen eye for detail, and able to work both in a team environment and on their own initiative.

Due to the high volume of applications, only candidates who fit the client’s requirements and are shortlisted will be contacted.
Keywords
SectorClear
AreaClear
Job TypeClear
SalaryClear
CurrencyClear
Sign in
Register
Similar Jobs
  • Client Support and Team Administrator (Cranleigh)
    UK, Surrey
    Office Support
    £18-20,000

    Lloyd Recruitment Servicesare excited to partner up with an established company in their search for a Client Support and Team Administrator for the busy office in GU6.   If you’re successful in being offered the chance to join the team, you’ll be carrying out a dual role of admini...
  • Executive Assistant - 3 month contract
    UK, Surrey
    Office Support
    20-23.00 p/hour (£45k equivalent)

    Lloyd Recruitment Services are assisting a local company in their search for an experienced Executive Assistant initially on a 3-month contract.   This role is available now to step into, so we are targeting someone available immediately.   You'll be responsible for ...
  • Administrator (Financial Crime)
    UK, Greater London
    Office Support
    10.00 Per Hour

    Are you available Immediately? Do you have previous AML or Financial Crime experience / exposure? Lloyd Recruitment Services are delighted to be supporting our client, a leader in the Financial Services industry, who are looking for two administrators to work in their AML and Finan...
Email Me Jobs Like This
Subscribed to similar jobs notifications

We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
+Necessary
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
ResolutionUsed to ensure the correct version of the site is displayed to your device.
essential
SessionUsed to track your user session on our website.
essential

More Details