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IFA Administrator

Darlington, County Durham

Job id:
LJA-66123808
Published:
01-10-2018
Expires:
15-10-2018
Job type:
Full-time
Job sector:
Finance & Accounting, Insurance
Job id:
LJA-66123808
Published:
01-10-2018
Job type:
Full-time
Expires:
15-10-2018

IFA Administrator
Darlington
Salary - £18,000 - £23,000 plus bonus, pension, exam support, training, free parking

I am looking to speak to individuals who have both experience and an interest in the financial services industry. My client are a Financial Advice organisation providing guidance to their clients around a variety of financial specialisms including Investments, Pensions, Tax and Trusts, Mortgages and Life Insurance.

The role is to join their established administration team providing full office support to the IFA's within the business. This includes processing new business, dealing with third party providers on the telephone and over email, creating meeting documents and brochures, filing, creating spreadsheets and dealing with information across a variety of back office software systems.

PLEASE NOTE: My client only want to consider individuals who have experience within the financial services industry already. Your experience could come from working in -

- IFA / Wealth Management Business
- Pensions Admin
- Product provider / Insurance company
- Bank or Building Society

In return you will work for one of the top Wealth Management companies in the area. You will receive full training, exam support, excellent salary and additional benefits including an annual bonus.

If you meet the above requirements please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds (Apply online only), or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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