Job: IFA Sales Support, Independent Appointments

Synopsis

My client, a small friendly IFA practice in the Blackburn area is looking to recruit an administrator to assist with the day to day running of the practice.

Job Profile

My client, a small friendly IFA practice in the Blackburn area is looking to recruit an administrator to assist with the day to day running of the practice. The practice consists of 5 advisers and advises on a holistic product mix from Estate Planning through to Investments, Pensions and some mortgage work. You will be required to undertake general administration of the products including processing and chasing the pipeline, you will also be required to do some product research using the relevant software and where appropriate make recommendations. Due to the size of the firm you will be required to get involved with all types of general administration as well as the more technical issues.

Applicant Requirements

You will ideally hold or be studying towards the relevant financial services qualifications (F.P.C. or equivalent) you should have experience of administration in financial services this will preferably include experience of administration of Pensions, Investments, Protection and Mortgages. However a broad knowledge of any of the above may be considered. You should be a good communicator and willing to work in a team and closely with advisers.

Company Profile

Small, established profitable IFA Practice, based in central Blackburn. Deals predominently in small to medium pensions & retirement planning, with referred business from professional introducers.