IFA Administrator
About the job
Due to the company’s continued success an exciting opportunity has arisen to join this well-established, reputable Financial Advisers based in Dartford
Key Responsibility’s
Provide administration and compliance support to the team
Liaise with clients and organisations regarding documentation requirements
Ability to work with highly confidential information
Update in-house systems accurately and proficiently
Liaising with Directors on a regular basis
The accurate maintenance of filing of client records.
Dealing with all client queries.
Experience processing new and existing life and pension business including ISAs, Investment Bonds, OEICs, SIPPs
Key Skills:
Impeccable attention to detail
Good Administrative experience
3 + years Financial compliance administration experience is essential for this role
Ability to build good relationships both internally and externally
Team player
Strong communication skills
Polished, courteous, and professional with excellent interpersonal skills
Excellent organisational skills
Due to high levels of applications,
Aspire Recruitment will only be able to contact candidates who are short-listed for the role. You are welcome to apply for forthcoming roles placed by Aspire Recruitment.
£25,000 - £30,000
Address
Dartford, UK