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Senior IFA Administrator - Guildford, Guildford
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Client:
Blakemore Recruitment
Location:
Guildford, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
1bad7472e849
Job Views:
40
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
We are recruiting for a well-regarded Financial Planning Practice based in Guildford.
The applicant should be highly experienced, with at least five years in Financial Services.
Qualified to Diploma status or working towards it. The candidate must have experience in:
* Processing new business for both individual and corporate clients
* Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts, pensions (individual and group), Private Medical Insurance, and Life-related business
The applicant should be confident on the telephone and able to fit into a team of advisory, advisory support, and admin.
Extremely competent in using IRESS AO product (formerly 1st Software), especially fee reconciliation, which is vital for this role.
Excellent numeracy skills and proficiency in Excel are required.
Great salary and benefits package on offer.
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