IFA Office Administrator

A leading IFA based in Guildford is now seeking an additional Administrator to assist in the administration of new and existing business as well as assisting the Paraplanner in the preparation of client letters and reports.

Additionally, you will be responsible for acting as the link between the advisory staff and paraplanning in terms of chasing and co-ordinating business administration and the taking and filtering of calls to the advisory employees, run and co-ordinate diaries,

With excellent organisational, communication and IT (1st Software would be extremely preferable) skills, you will already have some previous experience gained from a similar IFA and/or financial services environment and ideally be studying for the Certificate in Financial Planning (previously known as FPC).

This is a fantastic opportunity for someone who is looking to progress their career further and is seeking to join an employer who is more than willing to offer and provide ongoing training and development.a

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