Senior IFA Practice Administrator

2019-09-16 09:08:422020-01-13 Coast Specialist Recruitment
Job Type Permanent full-time
Location Haywards Heath
Area West Sussex, UK Haywards Heath
Sector FINANCIAL SERVICES - Sales Support
Salary £32 - 32,500
Start Date
Advertiser John Heffernan
Job Ref KEH-13179
Job Views 122
Description
An IFA Practice based in West Sussex has an opportunity for a Senior Practice Administrator to join their team.
This is an excellent opportunity to join a well established, independently owned IFA practice. The successful candidate will work closely with other staff members to ensure the smooth running of client administrative functions including processing new business, supporting the financial advisory process and liaising with external providers regarding new and existing clients.

Core Accountabilities
  • Accurate and up to date information placed on back office system
  • Accurate and efficient processing of all business applications
  • Obtaining plan information from financial services providers
  • Document management
  • Managing the smooth running of the practice

Requirements
  • 3 years administrative experience preferably in an IFA practice
  • Professional qualifications a bonus
  • Preferred Degree any discipline 2:1 and above
  • Preferred good A levels
Must be confident with IT
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