IFA Administrator & Report Writer

Description

Position: IFA Administrator & Report Writer

Location: Cheam, Surrey

Salary/package: Up to GBP45,000, Bonus, 5% Pension, Death in Service (x 4), 30 days annual leave, Study support, Private Medical

YOUR NEW COMPANY

Our client is a well-established IFA business, set up during the early 1990s. The firm's aim is to provide simple and professional advice to make sure all their clients achieve their financial goals - a philosophy which hasn't changed in over than 30 years.

THE ROLE

Due to an imminent retirement, the business is now keen to hire an IFA Administrator & Report Writer to join its support team. The position is office based. Reporting to the Head of Administration, the IFA Administrator & Report Writer's key duties will include:

Provide administrative support to financial advisers, servicing new and existing clients. Use various programs such as Intelligent Office and Volume. Navigate through different provider platforms.Produce suitability reports (from template).Process relevant applications.REQUIREMENTS

Candidates interested in the IFA Administrator & Report Writer vacancy will need the following criteria:

Experience of pension, investment, and protection administrationExperience of processing new business applications and ongoing client servicingBasic Microsoft Office skills with Word, Outlook and ExcelExperience of producing suitability reportsLive a commutable distance from Cheam, SuttonREMUNERATION / PACKAGE

The package for the IFA Administrator & Report Writer vacancy is as follows:

Salary up to GBP45,000Discretionary bonus5% employer contribution pension (Aviva)Death in Service (x 4)30 days annual leaveStudy supportPrivate medical

Ad ID: 5417317756