A dynamic and expanding brokerage requires an individual to work as an IFA Administrator/PA on a one to one basis with a Director. You will ideally need to possess previous Financial Services experience and have a good understanding of Investments, Pensions, Life and Mortgages.
Your day to day duties will include processing polices, managing diaries, making appointments, obtaining valuations and chasing pipeline. Full training and support will be provided for the right applicant. FPC 1 and FPC 2 is preferable or the equivalent but its not essential.
Salary is dependent upon your experience and qualifications.