Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Ifa administrator

Wokingham
Permanent
Mulberry Recruitment
Ifa administrator
Posted: 18 October
Offer description

IFA Administrator Wokingham £30,000 - £36,000 Full time – Permanent My client based in Wokingham are seeking an IFA Administrator to join their team within Investments and Pensions. We are looking for candidates who have got knowledge in Pensions and Investments who have got excellent organisational management skills. Successful IFA Administrator candidates will be supporting Senior IFA advisors. Experience with Intelliflo/IO back-office system is a bonus. Responsibilities Report checking reviews and compliance reports Compiling summaries of clients portfolios Writing of initial suitability reports in conjunction with the IFA Advisor Liaise with the wider team, establishing and maintaining good working relationships with clients, providers and colleagues. Experience Previous experience in an IFA Administration role focusing on Pensions and Investments Good knowledge of Intelliflo Proficient IT skills in core Microsoft Office systems. Excellent verbal and written communication skills with an eye for detail. Professional telephone manner Benefits 4 day working week (Monday to Thursday) Company pension...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Mulberry Recruitment recruitment
Mulberry Recruitment jobs in Wokingham
Administration jobs in Wokingham
jobs Wokingham
jobs Berkshire
jobs England
Home > Jobs > Administration jobs > Ifa administrator jobs > Ifa administrator jobs in Wokingham > Ifa Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save