Specialist IFA Administrator

Reed Insurance
Dickens Heath
£20,000 per annum
06 Sep 2017
21 Sep 2017
Contract Type
Full Time
My client is a successful specialist IFA practice in the beautiful area of Solihull, who are seeking a Sales Support professional with an established background in Financial Services. With over £120million Funds Under Management, and current new business forecasts of over £20million, they advice a niche book of clients across Pensions, Investments, Bonds, Unit Trusts, Protection, Mortgages and Life Assurance.

On a day to day basis, you will be responsible for assisting the Office Manager with writing suitability reports, new business submission, preparation of valuations, liaising with clients, producing quotes and helping run the office.

If you have Financial Planning Administrative experience, this role is for you. In return you will receive a salary of between £20-30k based on experience and qualifications, company benefits including a Pension Scheme and more, plus Financial Support with exams.

Reed Specialist Recruitment Limited is an employment agency and employment business