Part-time IFA Administrator
Lime People Search & Select LtdCalderdale, England, United Kingdom
Posted February 12, 2020
Part Time
About the Company
Lime People Search & Select Ltd supplies temporary and permanent staff across engineering, hospitality, banking, and IT sectors nationwide.
Job Description
We are seeking a part-time IFA Administrator to support the Directors and Advisors of an Independent Financial Advisory firm. The successful candidate will process new business applications, maintain a diary system, and provide regular updates to clients and stakeholders.
Requirements
- 1-3 years experience working within an Administrative role within a Financial Advisory firm
- Knowledge or understanding of investments, pensions, life assurance, permanent health insurance, and personal tax
- Started studies towards a Diploma in Financial Planning
