A fantastic opportunity has arisen to work for a reputable wealth planning firm as IFA Administrator in their Sheffield office. Within the role you would have exposure to whole of market pensions, investments and protection portfolios.
The vacancy has arisen due to company expansion and a very busy workload within the existing team.
The key role accountabilities will be as follows:
SKILLS AND EXPERIENCE
To be considered for this role you will ideally have experience working within a regulated financial services company in a sales support or administrative capacity within an IFA practice. You will have excellent communication skills and a keen eye for details. You will ideally have experience in new business processing to be considered for this role. Excellent Microsoft Office knowledge is a must as is attention to detail.
It is essential that applicants have experience working within an IFA firm as opposed to a product provider or banking background.
If you would like to find out more or apply, please send your cv to jenny @ tempestjones . com
IFA Administrator, financial services administrator, IFA Administrator, Financial Planning administrator, Sheffield, South Yorkshire.