IFA Administrator

Job title: IFA Administrator           
Salary: up to £35,000
Location: Buckinghamshire

Responsibilities:

• Collating client information accurately
• Processing Investment Platform administration
• Undertaking research thoroughly
• Producing client illustrations
• Helping manage the advice process through to completion

Requirements:

• The ability to communicate well with both colleagues and clients
• An eye for accuracy and great attention to detail
• Self-motivation and an enthusiasm to keep learning
• Reliability – we want someone we and our clients can count on
• The ability to work well as part of a small team