img
Permanent

IFA Administrator

Colchester
money-bag 30000.00-30000.00 Annual
3121177069
Posted 6 days ago

IFA Administrator Location: Colchester, EssexSalary: £30,000 - £33,500 (Dependent on experience)Days/ Hours of work: Monday - Friday, 8:30am - 5:00pmBenefits23 days holiday + bank holidays (increasing to 25 days after 5 years)Office closure over ChristmasDeath in Service policy Income Protection Workplace pension schemeFriendly, close knit and supportive team environmentParking costs covered/ space provided where availableA well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team.This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.DutiesProcessing new business applications for both new and existing clientsManaging pension and ISA transfers from initiation through to completionHandling trust applications and inheritance tax planning casesProcessing tax wrapper switches and withdrawalsSetting up investment income and pension incomeManaging Letters of Authority and annuity applicationsSubmitting applications and ..... full job details .....

Other jobs of interest...

mbf.
Stonehouse6 days ago
money-bag32000.00-32000.00 Annual
NJR Recruitment
Broadway6 days ago
money-bag26000.00-26000.00 Annual
EC Appointments Ltd
St. Albans1 week ago
money-bag30000.00-30000.00 Annual
Office Angels
Colchester1 week ago
money-bag30000.00-30000.00 Annual
Financial Divisions
Hemel Hempstead1 week ago
money-bag30000.00-30000.00 Annual
Office Angels
Colchester1 week ago
money-bag£30000 - £33500/annum

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!