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IFA Administrator

  • Salary: £18000.00 - £22000.00 per annum
  • Location: Norfolk
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    27 Jun 2017
  • Job reference: 4430
Financial Planning Administrator - Norwich - £22,000

My client are a fee based practice with an outstanding reputation across the Anglia market place, they are looking to appoint a talented and driven Financial Planning Administrator to join our busy Financial Services Administrations team.

The role will see you supporting Financial Planners and Technical Planners with administrative duties, to assist them in efficient servicing of new and existing business.

You must have a good working knowledge of investment, pension and protection products and ideally have experience in a similar role within the Financial Services environment. They expect you to be able to work on their own as well as part of a team, be flexible and with the ability to work under pressure.

You will be first point of contact for clients and we would expect you to have a professional and confident telephone manner and have excellent IT skills. Iress or Adviser office knowledge is preferable but not required.

They are looking for accomplished candidates with initiative to develop in their role. Candidates will ideally have CF1-5 or be working towards Diploma Level Qualifications or equivalent.

This is an excellent opportunity to develop your technical knowledge within an organisation offering structured career development.

The above role is based on a permanent full time basis, Monday to Friday 9:00am - 5:00pm. This role comes with a competitive salary and benefits.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
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