Recruit UK is excited to present an outstanding opportunity for an IFA Administrator to join a leading Independent Financial Advice firm based in Durham. This company has gone from success to success since launching and have created a truly collaborative and supportive working environment.
Company Overview:
* A well-established, growing and highly respected IFA firm
* Specialising in holistic financial planning and advice
* Modern office located in Durham
* Supportive and collaborative back-office team
The Role: IFA Administrator As an IFA Administrator, you will play a pivotal role in supporting the financial advisers and providing administrative assistance to both the team and clients. Key responsibilities include:
* Working as part of a friendly and professional back-office support team
* Utilising Intelligent Office (IO) software to manage end to end administrative tasks including various types of new business processing.
* Liaise with third party platforms and product providers about client applications
* Assisting financial advisers with client management and case preparation
* Communicating with clients to address inquiries and assist with financial planning needs
What’s in it for you:
1. Be part of a friendly and dynamic team within a reputable financial advice firm
2. Full study support provided to help...