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IFA Administrator

Employer
Search Consultancy
Location
Kirkcaldy, Fife
Salary
£22000 - £24000/annum
Closing date
5 Mar 2021

View more

Job Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Job Details

IFA Administrator
Based in Fife - home working initially
Full Time Permanent role - Salary up to £24,000 + benefits

Search Consultancy are currently working with a leading client in the Financial Advisory sector based in Fife to recruit an IFA Administrator for their growing team. The main purpose of this role will be to assist Paraplanners & IFAs with new business processing & general administration.

This role will initially be based from home due to current restrictions. Please note however that this is a permanent role which will be based in the client's office in Kirkcaldy once restrictions are eased, so applicants must be comfortable travelling to the office on a daily basis from that point.

Duties involved in this role will include:
* Working closely with IFAs and Paraplanners to process new business to the company
* Providing excellent client service to clients via telephone, email & correspondence
* Liaising with product & service providers
* Carrying out technical administration tasks using the company's back office system
* Assisting Paraplanners with producing valuations, illustrations & annual reviews
* Various other general administration tasks as directed

In order to be considered for this role your skills and experience should include:
* Recent relevant experience working within an IFA firm & a good knowledge of product providers & processes - this experience is essential
* Candidates who either have or are working towards CII qualifications would be preferred, but this is not essential
* Excellent administration, attention to detail & organisational skills with the ability to deal with a very busy workload effectively
* Solid IT skills including the use of the MS Office suite & the ability to pick up bespoke systems effectively
* Excellent communication skills - both written & verbal

If this is the role for you, apply now!

Please note that only applicants who have the required skills and experience, and are comfortable with being based in the office once restrictions are eased will be considered for this role.

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

Company

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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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