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Ifa administrator (bespoke firm)

London
Permanent
Ernest Gordon Recruitment
Ifa administrator
Posted: 15 August
Offer description

IFA Administrator (Bespoke Firm) £35,000-£40,000 + Bonus + Company Benefits City of London Are you an IFA Administrator or similar looking for a varied and exciting role within a bespoke, tight-knit Firm who pride themselves on looking after and developing their staff in a role offering a varied workload and ongoing opportunities to upskill yourself? The tight-knit Advisory Firm have seen ongoing stability since their establishment 20 years ago whilst building a loyal client base across numerous sectors. Due to an ever increasing workload they are looking to grow their team of 13 in Central London. In this varied role you will primarily support advisors with their day-to-day responsibility including processing documentation for new and existing business and preparing financial illustrations and adivce. You will also regularly liaise with clients and suppliers in addition to undertaking general office administration work. This role would suit an IFA Administrator or similar looking for a varied role within a well-established firm offering the chance to work within a friendly team and increase your earnings through a bonus. The Role: Manage and process client documentation- new and existing business Liaise with clients and support their needs Prepare illustrations, advice and recommendations Assist financial advisors in day-to-day function Monday-Friday 8:30am-5pmThe Person: IFA Administrator or similar Loo...

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