IFA Administrator

Responsibilities

• Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products


• Processing Letters of Authority


• Prepare annual review and meeting packs to assist the IFA/Client meeting process

Skills and Qualifications

• Maths & English GCSE Grade C or above


• Excellent attention to detail and accuracy


• Ability to build relationships with key stakeholders


• Excellent communication skills


• Technically proficient


• Ability to prioritise a varied workload

Benefits

• Company pension scheme


• Death in service


• 25 days annual leave, increasing to 30 days with length of service


• Flexible Benefits


• Access to an electric vehicle scheme (Subject to scheme rules)


• Opportunity to purchase additional holidays


• Market leading enhanced family friendly policies


• Cycle to work scheme