Address
Form of work
SalaryLocation: Bishop s Stortford (Hybrid)
Salary: GBP14 per hour
Term: Permanent
Hours: 3 days per week (school hours)
RecruitAbility is looking for an experienced IFA Administrator to join their small, but well established Financial Planning company. If you have IFA administrator experience and you re looking for a Part Time, remote role, I would love to hear from you. Whilst you will mostly be working remotely, you are required to travel to the Bishop's Stortford Office once a week to collect post.
The Role of IFA Administrator:
- Liaising with product providers, clients, and client representatives as and when required.
- Assisting advisers in the creation of client financial reports and letters.
- To produce accurate Annual Review Packs for Financial Advisers and process associated tasks.
- Basic advice events, such as fund switches and investment withdrawals / contributions.
- Processing applications when required.
- Type letters and draft routine correspondence.
- General office administration including collecting post, scanning and distributing
- Arranging Advisers Diary for client meetings / updating Client Servicing Register
- Knowledge of Income Reconciliation ideal
- Familiar with Word and Excel
- Familiar with Quilter and Transact platforms.
- Good team player
- Good Written and Commination skills
- Highly Organised ability to work from home
- Previous IFA Administrator experience
- Able to exercise initiative.
- Strong communication skills and ability to build rapport.
- A natural ability with numbers, and a basic understanding of investments & Pensions.
- Must have good attention to detail when working with client files.
- You must be able to drive and live locally to Bishop s Stortford
- Salary: GBP14 per hour
- Hours: 3 days per week (school hours).
- Remote working
- Pension
- 20 days holiday (excluding bank holidays) (pro rata)
Please apply on line quoting reference (phone number removed) or call Adrienne for more information on (phone number removed).
This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
