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Small, provincial IFA practice are seeking an additional, permanent member of staff to join the business. With twenty years experience providing advise across Employee Benefits and Pensions, providing a quality service that results in retaining longer term business, this IFA has an established client bank of business.
The office consists of one IFA/Director and a Junior Administrator. The role will involve administering Employee Benefit, Pensions and Investment new and existing business. Duties are processing new business, producing quotations and valuations, speaking with clients and providers. Administering and maintaining 4 large pension schemes, processing personal pension transfers. Working in a small office will also involve being responsible for the general day to day duties. The role will suit either a junior IFA administrator with CF1 looking to forge a career with an IFA practice or will equally offer a challenge to a CF5 qualified individual with paraplanning experience looking to become more technical. Employee Benefit experience is not a pre requisite, but you will need to have an understanding of pensions. This is an excellent opportunity to build a career within an established practice. Full training will be provided on employee benefit technical details, the key requirement for this role is an individual who is interested in financial services and keen to progress. The office is within a few minutes walking distance from Beaconsfield train station and situated in the centre of town. Hays Insurance & Financial Services is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk |
