IFA Administrator

We are currently recruiting for an extremely well established and prestigious Wealth Management business in North Hertfordshire.The role is for a full-time IFA Administrator - the successful candidate must have had previous experience of Group Risk or Group Life or Group Protection also known as Employer Benefits.Working hours: Monday to Friday; 9.00 to 5.00pm.This role could be hybrid after a period of training full-time in the office in Stevenage, working 3 days from home and 2 office - based- but this could change in the future, so you must live within a commutable distance from the office in North Hertfordshire.This is a excellent opportunity to join this forward-thinking expanding company who are continually looking to evolve and improve their client and employee experience. Duties and Responsibilities of a IFA Administrator:Working alongside the Financial Advisor giving admin support on pension schemes - including speaking to any clients following any enquiries.Conducting research and careful record keeping of client enquiries.Assistance with annual review paperwork for the client giving any feedback when necessary.Deal with all day-to-day queries from clients and colleaguesWhen required attend client meetingsAd hoc administrative assistance to the Client Services Team when required. Person Specification and experienced required:Proven experience is the Financial Service sector with relevant skills in Group Risk , Group Life or Group Protection.Ability to meet tight ..... full job details .....
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