Provide administrative support to our team of Financial Advisers.
General
We are a friendly financial services firm seeking an experienced IFA Administrator to join our team.
This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming Level 4 qualified.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Milton Keynes offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
Maintain and develop good business relationships with internal and external customers
Ensure clients receive regular and effective communication which is professional and delivered to the highest standards
The role holder will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined activities.
Our client looking for an experienced Full time Branch Office Administrator to join their team, this is a Permanent position, to qualify for this role you will need to have 3 years' experience in working within a similar Office position.
One of our Financial Services clients requires a Senior Administrator who has experience of managing and delivering Defined Contribution (DC) / Master Trust Pensions support and Group Risk administration support (Hybrid working).
Experience of administering Defined Benefit pensions schemes and flexible benefits schemes will also be an advantage.
The successful applicant will have experience of administering group life assurance schemes (both Registered and Excepted), Income Protection Schemes, Group Critical Illness schemes and Group Medical and Dental Insurance schemes.
Our Milton Keynes based client is looking to recruit a Pension Administrator to work within their SIPP team (Self Invested Pension Plan).
DUTIES & RESPONSIBILITIES
The role holder will work as part of the administration team and fulfil a specific administration role which will be task oriented, carrying out clearly defined activities.