Position: IFA Administrator (full time OR 4 days per week, flexible hours available)
Location: Sutton, Surrey
Minimum Requirements: 2 years+ IFA Administration experience, Intelligent Office experience, excellent communication skills, staff management experience
Salary/package: Up to £36,000 + discretionary bonus + 5% pension + study support + 27 days annual leave
YOUR NEW COMPANY
Our client is a market-leading Top 5 Financial Planning firm which offers award-winning independent financial planning advice. The business has over 20,000 employees world wide spread across 80 countries. The company provides a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.
THE ROLE
As an IFA Administrator based at the firm's impressive new offices based in Sutton, you will support the Financial Planning Team in achieving objectives in winning new clients and providing an outstanding service to clients. You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients. Duties will include:
1. To ensure records are maintained and information accurate on Intelligent Office in order to allow work to be logged,...