This listing was posted on ListedBuy.
IFA Administrator - Experienced or Graduate
Location:
Derby
Description:
IFA Administrator Experienced or graduate £22,000 - £26,000 IFA Administrator required; any experience level considered. We are also keen to consider a graduate who is looking for a great opportunity to join a Chartered Financial Planning firm where you can build a career. Do you have a keen eye for detail, can you play a key role at our company and help refine our processes? We wish to hire for the role of technical administrator at our company. This could be someone well versed in the workings of a busy financial planning practice. However, whilst experience is desirable, attitude is important and we're also keen to hear from you even if you are a graduate and looking for your first step into financial planning. If you think you are a good match for us, please apply. This is an excellent opportunity to join a small group of people with a great team spirit who are keen to welcome you on board. This is an important role with lots of potential that will make great use of your skills and allow you to play a part in shaping the future of our business. We are 100% committed to the development of our team members. If you wish to become a financial planner in the future, you can achieve that with us. If you want to be the best administrator you can be, we will help you get there. This role will involve working closely with our Director, gathering information and financial data, helping to set up client cases, liaising with product providers and dealing with paperwork. It's a critical role to ensure everything runs smoothly and our clients are delighted. The main areas include: Maintaining client files, records, and paperwork. Ensuring business is compliant and meets regulatory standards. Liaising with product providers and other team members. Collating information and documentation for clients cases. Diarising and checking for missing documentation and policy information. Completing and processing new business applications. Ensuring back-office. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
November 14 2023 on ListedBuy
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ListedBuy
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: IFA Administrator - Experienced or Graduate
IFA Administrator - Experienced or Graduate is a Clerical Administrator Job at Recruitment Rebellion located in United States. Find other listings like IFA Administrator - Experienced or Graduate by searching Oodle for Clerical Administrator Jobs.
IFA Administrator - Experienced or Graduate is a Clerical Administrator Job at Recruitment Rebellion located in United States. Find other listings like IFA Administrator - Experienced or Graduate by searching Oodle for Clerical Administrator Jobs.