Salisbury Financial Services
Chalfont St Peter, UK
IFA Administrator Location: Gerrards Cross, Buckinghamshire SL9 8EB Position: Full-time (office based Gerrards Cross) Basic Salary: To £30k pa (DOE) We are seeking an experienced, enthusiastic Administrator to complement our existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to our advisers, paraplanner and other team members. Ideal Candidate Whilst the role is varied it is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their own domain. The ideal candidate should be able to demonstrate a stable employment history and 2+ years experience within an IFA practice. A strong work ethic with the ability to prioritise and manage workload in a professional, timely manner and hit the ground running is a must. Key Responsibilities: Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms...
