Bond Recruitment Ltd
Job title:
IFA Administrator
Company
Bond Recruitment Ltd
Job description
Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director.The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.Working in the office initially, the successful candidate will have the ability for more of a hybrid approach when self-sufficient.Financial services industry knowledge is required; the role will include.Working closely with the DirectorReport template updatesUpdating advice file check sheetsChecking files for completenessAdding fees and policies onto IO, therefore Intelligent Office experience would be beneficial.Gathering data for policies for example platform due diligenceWilling to step in to help office manager/servicing manager in their absence.Willing to carry out more high-level work, but also happy to carry out administrative tasks.If you would like to work for one of the most highly regarded IFA firms in the area then please apply today and we will be in touch to discuss your application.
Expected salary
£25000 – 30000 per year
Location
Honiton, Devon
Job date
Sat, 20 Jul 2024 07:48:00 GMT
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