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Résumé du poste
A leading recruitment firm is seeking an IFA Technical Administrator in South Leics. This office-based role requires at least 2 years of experience in financial services, focusing on administration tasks. The ideal candidate will excel in a fast-paced environment, have excellent communication skills, and be proficient with Microsoft Office. Competitive salary up to GBP 30,000 plus excellent benefits.
Prestations
Qualifications
- Previous experience in an Administration role (minimum of 5 years), with 2 years within the Financial Services sector.
- Understanding of regulations/compliance is advantageous.
- Thrives in a fast-paced environment.
Responsabilités
- Letter of Authority administration and processes.
- Prepare cash flow modelling and portfolio comparison analytics.
- Manage adviser diaries and prepare client appointment packs.
Connaissances
Outils
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.