Job Description

Location - Swanley

Salary - £35,000


Permanent Role.


We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent basis.


The Role:

  • Issuing letter of authorities (LOAs) to providers and learning to write basic Suitability Letters

  • Providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients.

  • Telephone liaison with Administration Centres and Paraplanners, chasing financial institutions to provide requested information

  • Completing illustrations and applications for new business

  • Processing New Business applications and chasing through to completion.

  • Tasks must be completed within a timely manner
  • Are you;

  • Someone who has worked as an Admin...
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