Ifa Administrator
Advertised by: Artemis Recruitment Consultants
Hampshire | On premise | £27,000 - £35,000
Permanent | Full-time | 3545479
Ifa Administrator
We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role.
Key Responsibilities
- Processing new business including investments, pensions and protection
- Managing pipelines and seeing cases through to completion
- Booking annual review meetings
- Raising invoices and handling new business queries
- Supporting advisers, clients and providers with administrative requests
About You
- Previous experience within financial services, IFA or provider environment
- Strong administration and organisational skills
- High attention to detail and accuracy
- Confident communicator with the ability to build client rapport
- Proficient in Microsoft Office, particularly Word and Excel
Benefits
- Private Medical Insurance, Income Protection and Life Assurance
- Critical Illness cover and competitive pension
- Supportive and collaborative team environment
If you are interested in finding out more, please get in touch with josie@artemisrecruitment.co.uk to apply or discuss the opportunity further.
