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8 months ago
Additional Resources Ltd
Salary: £20000 Per Annum
Location: Leicester
Job type: Permanent
Contact: Gill
Category: Finance Office Jobs
IFA Administrator - Leicester

Salary is negotiable - circa £20,000 depending on experience and qualifications

Our client is a pro-active fee-based IFA firm based in Leicester and they are currently looking for an enthusiastic IFA Administrator.

The successful candidate will be joining a truly Holistic Wealth Management Advice team.

Ideally they are looking for someone who has 3-5 years' experience working in the financial services industry and a candidate who has some qualifications which would lead to the Certificate in Financial Planning.

To be successful you must have knowledge of investment, pensions and protection products.

RoleMust be able to perform administrative duties e.g. preparation of paperwork for new clients, dealing with customer queries and be confident to speak to product providers.

Other general admin duties would include sending emails, answering telephone calls, scanning etc.

The successful candidate should also be able to process new business from start to finish in a compliantly way.

Knowledge of Intelligent Office software, IRESS and Truth would be a great advantage but not essential.

BenefitsContributory pension

Annual leave - 20 days plus Bank Holidays

Hours of work8.30am-5.00pm Mon-Friday.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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