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IFA Administrator - Gerrards Cross (Home Working)

Company

Blakemore Recruitment

Location

Gerrards Cross, United Kingdom

Type

Full-time

We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week.

They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. They are looking to recruit an enthusiastic, driven individual with a positive attitude and eye for detail to join the team. The role offers flexible working and benefits package.


The Role


The role of the IFA Administrator is to provide first class support to the Financial Planning team.


Key Responsibilities

  • Supporting the Financial Planning team in the implementation of new business

  • New and existing client communications and queries

  • Supporting the dealing with new enquiries and prospects

  • Supporting the dealing with existing client enquiri...
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