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Trainee IFA Administrator

Location Belfast, County Antrim, N. Ireland
Sector
Job Type Permanent
Salary Up to £18000 per annum + Pension & Exam Support
Published 2 months ago
Start Date ASAP
Contact Kyle Fulton
Job Ref KF24_1568212583

Job Description

Trainee IFA Administrator

Location: Belfast

Salary: Circa £18,000 plus pension and exam support

This local financial planning firm predominantly provide advice to a wide demographic of clients, however predominantly HNW individuals. Grafton Specialist Recruitment is working with them to recruit a Trainee Administrator to operate from their Belfast office.

Description

This is a fantastic opportunity for an ambitious candidate to join an established financial planning company in order to forge a career. If you are keen on joining a firm who will invest time in their relationship with clients in order to truly understand their objectives and long term goals then email your CV to me in confidence.

The role

  • New Business Submissions and tracking to completion using online portals.
  • Assist with the completion of illustrations.
  • Complete up to date valuations of existing products.
  • Gathering relevant information from client files for regular reviews.
  • Acting as a point of contact and fielding calls that come into the office from new/existing clients.
  • Meeting and greeting clients as they arrive at the office.

The person

  • The successful candidate will ideally have experience working in a financial planning office, however candidates with general financial services administration experience will also be considered.
  • IT literate, particularly with MS Office applications.
  • 5 GCSEs including Maths & English.

Package

  • Circa £18,000 basic salary.
  • Pension.
  • Exam support (towards CII).

The Grafton Specialist Team is a dedicated division within Grafton Recruitment, focused on providing Permanent, Contract & Temporary staffing solutions across; Financial Services, Insurance, Construction, Engineering, Accountancy & Finance, Health & Safety, HR, IT, Sales & Marketing, Manufacturing and Procurement.

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