Ifa senior Work, Jobs in Tewkesbury, Gls (with Salaries)

IFA Senior Administrator
Legal & Medical Investments Ltd —Cheltenham
- £25,800 - £30,753 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
8d

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IFA Senior Administrator

Legal & Medical Investments Ltd
Cheltenham

Quick apply

Job details

Permanent | Full-time
£25,800 - £30,753 a year

Benefits

Company pension
Company events
Life insurance
Referral programme

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Job description

We are looking for an ambitious, efficient and conscientious individual to join our team, providing support to the Independent Financial Advisers within the company to ensure that our clients are given a high level of continuing service.

The role would suit a candidate with current or previous experience directly supporting financial advisors or within a financial adviser firm ideally with exposure to the administration and support of the new business and annual review process.

An understanding of the following products would be advantageous: Mortgages, Protection, Investments and Pensions

Career progression is available allowing candidates to further their training and experience and earning potential.

Responsibilities and Duties:

Your responsibilities will include but not limited to:

- processing applications via different provider platforms

- maintaining and updating database with relevant policy information

- corresponding with providers across the market (in relation to investment, pension, protection and mortgage products)

- corresponding with clients for application progression

- issuing documents to clients

- producing and updating client reports

- drafting suitability reports for advisers

- ensuring all records are kept up to date and compliant

- handling incoming queries and outgoing calls to other providers and clients

- working closely with advisers on a 1:1 basis

Job Types: Full-time, Permanent

Pay: £25,800.00-£30,753.00 per year

Benefits:

Company events
Company pension
Life insurance
Referral programme

Experience:

Financial services: 1 year (required)

Work Location: Hybrid remote in Cheltenham GL50 1BB

Quick apply

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ifa senior jobs in tewkesbury, gls

IFA Senior Administrator

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IFA Administrator

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