Job Title: IFA Administrator
Location: St Albans, Herts
Salary: Up to £24,000 depending on experience
Job Purpose
To provide administrative support to Paraplanners & Financial Advisers within KDW
Main Activities
- To assist Paraplanners in producing accurate compliant client reports for Financial Advisers
- To collect relevant data in order to complete the reports
- Produce quotations on financial products for comparison
- Processing of investment, pension and protection business
- Type letters and draft routine correspondence
- Maintain all necessary systems
Skills/competencies
- Familiar with Word and Excel
- Report writing skills
- Good team worker
- Good written and verbal communication skills
- Highly organised
- Able to exercise initiative
Qualifications
- Essential – Educated to GCE, GCSE English, GCSE Maths or equivalent
- Financial Planning qualifications or interest in obtaining qualifications
Experience
- Three years office experience including at least two years in a similar role/working environment
Please click the APPLY button to send your CV for this role.
Candidates with experience of; IFA Administrator, Independent Financial Advisor Support, Finance Administrator, Finance Support Administrator, Customer Service Advisor, Financial Advisers, Admin Assistant, Personal Assistant, PA, Executive Assistant, EA, IRESS, Financial Administrator, Finance, Business Administrator, Secretary, Support, Administrative Assistant, Business Administrator, Support Administrator, Office Assistant, Office Support, Executive Administrator, Admin will also be considered for this role.
