IFA Administrator

Heat Recruitment

Bourne End

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 More Detail

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