Position: Trainee IFA Administrator (2 days' per week working form home)
Location: Redhill, Surrey
Minimum Requirements: Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill
Salary/package: £25,000 + bonus + 24 days' annual leave + pension (5%, 5%) + healthcare + various other benefits.
YOUR NEW COMPANY
Our client is a Top 10 Chartered Financial Planner & Employee Benefits firm, based near Redhill, Surrey. This award-winning business has a new requirement for a Trainee IFA Administrator to join it's expanding Private Client Support team. The role's been created due to a large increase in business. The position allows for home working (2 days per week).
THE ROLE
Reporting to the Head of Client Services, the Trainee IFA Administrator's main purpose is to undertake administration on all types of pre and post sales activity for the firm's Financial Advisers and thereby contribute to the delivery of the firm's high quality service to existing and prospective clients. Full training will be provided to the successful candidate. The Trainee IFA Administrator's key duties will include:
1. To help gather and collate information on current and prospective clients to help the adviser and paraplanning team to undertake the required research to prepare ...