IFA Administrator/PA

Recruiter
Reed Insurance
Location
Bath
Salary
£17,000
Posted
01 Feb 2018
Closes
01 Mar 2018
Contract Type
Permanent
Hours
Full Time

An IFA firm based in the heart of Bath which provides holistic whole of market financial planning advise is seeking is an IFA Administrator / PA to join their team.

On offer is a highly competitive salary and benefits package which includes PHI, DIS and company pensions scheme.

 

Responsibilities

  • Making client appointments
  • Client financial portfolio valuations
  • Answering the phone/taking messages
  • Assisting clients with any queries
  • Filing
  • Assisting the Personal Assistant
  • Basic letters
  • Dealing with basic product provider queries

About You

  • Relevant Administration experience within an IFA / Financial service environment
  • Use of Plum would be preferred but not essential
  • A basic knowledge of Microsoft packages i.e. Word, Outlook etc.
  • A understanding of financial services is essential

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