IFA Sales Administrator
Fairstone Group LTD
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Posted on Jul 31, 2025
Job Role
We are currently looking for a Wealth Administrator, to join a growing organisation who offer excellent opportunities to progress your career.
Responsibilities
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
- Processing Letters of Authority
- Prepare annual review and meeting packs to assist the IFA/Client meeting process
Skills & Qualifications
- Maths & English GCSE Grade C or above
- Excellent attention to detail and accuracy
- Ability to build relationships with key stakeholders
- Excellent communication skills
- Technically proficient
- Ability to prioritise a varied workload
Benefits
- Company pension scheme
- Death in service
- 25 days annual leave
- Flexible Benefits
- Birthday as an additional day off
- Opportunity to purchase additional holidays.
- Enhanced family friendly policies
- Cycle to work scheme
Equal Opportunities
Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
This job is no longer accepting applications
See open jobs at Fairstone Group LTD.See open jobs similar to "IFA Sales Administrator" TA Associates.