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Technical IFA Administrator
Posted 17 days 14 hours ago by Premier Jobs UK Limited
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases.
You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases.
Technical IFA Administrator Requirements
- You should have 3+ years' experience in financial planning administration with good product knowledge
- You should ideally have some of your industry qualifications
The Company
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.
Technical IFA Administrator Benefits
- Salary of £32,000 to £38,000 dependent upon experience
- Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
- Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time)
- Office based role
Location
Fareham
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Premier Jobs UK Limited
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