IFA Technical Administrator

Full Time
Job Sector:
Swindon / Wiltshire
Salary description:
£0 - £21000/ annum Bonus + Benefits
Start Date:
Job Ref:

Have you gained experience of working for an IFA?
Have you been part of a technical team with a Financial Services company?
Have you gained good technical administration experience within Pensions, Investments or Insurance?

Our client is looking to recruit a dynamic individual as an IFA Technical Administrator (full or part time) to join their team.
You will need to demonstrate high interpersonal and organisational attributes and be ready to support the rapid growth of this dynamic practice.
The successful candidate will work within their administration department coordinated by their Client Services Manager. Their training programme trains and mentors the candidate over the first three months, where you will then be expected to work in multiple roles within the department, so you get a true feel for how the company operates and evolves.

This role primarily is to assemble and organise client policy information at the necessary points in a client journey, in order to support the role of the Paraplanners and Advisors.

An exceptional opportunity for the right personality, this position is an excellent choice for an individual looking to get stuck into a varied and demanding but hugely rewarding position! My client will consider experienced individuals looking for either full or part time hours.

Candidate Specification;-
* You must have previous administration experience within the financial services industry.
* Administration experience gained ideally within Pensions / Investments.
* Excellent communication and interpersonal skills.
* Excellent IT skills including MS Word and Excel

Company Description

Closing Date:

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