Published
15th January 2024
Location
Swanley
Job Type
Salary
£35,000

Description

Location - Swanley

Salary - £35,000

Permanent Role.

We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent basis.

The Role:

  • Issuing letter of authorities (LOAs) to providers and learning to write basic Suitability Letters
  • Providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients.
  • Telephone liaison with Administration Centres and Paraplanners, chasing financial institutions to provide requested information
  • Completing illustrations and applications for new business
  • Processing New Business applications and chasing through to completion.
  • Tasks must be completed within a timely manner

Are you;

  • Someone who has worked as an Administrator at an IFA or within a Wealth Management environment?
  • Someone who has excellent IT and communication skills, are you highly organised and can make decisions?
  • Someone who is confident in dealing with third parties and can work with total discretion?
  • Someone who is a self starter and able to work with little or no supervision?

Then this could be the perfect opportunity for you.

If you are interested, please get in touch.

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