Thomas Anthony Financial Services Ltd

Thomas Anthony Financial Services Ltd

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Financial Services Company dealing in Pensions, Investments, Mortgages, Life Assurance, IHT planning, General Insurance and Will Writing.

03/07/2020

Our office in London are hiring. Job spec below. Contact [email protected] or call 0208 886 5500

Experienced IFA Administrator full or part time; circa £18,000 - £25,000 depending on experience and employment basis.

An opportunity has arisen for an IFA administrator to join a well established IFA firm in North London. You will be working alongside the IFA/Company Director providing excellent administration support.
Duties will include day to day administration including processing new business applications, chasing outstanding information, dealing with clients and external companies as well as assisting the Paraplanners.

Skills and experience needed?

• Previous experience within the IFA practices is essential
• Experience with Intelligent Office also essential
• The ability to prioritise and plan own workload without supervision
• Effective communication, both written and verbal
• Highly organised and methodical
• Have a professional, proactive and positive attitude
• Good knowledge and understanding of relevant products

31/05/2020

04/03/2020

Saw this and thought we’d share. Credit to the creators mentioned in the artwork.

05/03/2019

New office signage for Birmingham is up and functional.

Plan to free 'mortgage prisoners' 10/01/2019

Finally. A common sense approach from the FCA for those stuck with high cost mortgages and unable to move.

Plan to free 'mortgage prisoners' Some 140,000 homeowners are trapped on loans with high interest rates. New proposals could help them.

Pensions cold-calling banned 09/01/2019

Important and welcome news to protect people’s pensions.

Pensions cold-calling banned Pensions cold-calling ban comes into effect.

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Location

Telephone

Address


45-51 Newhall Street
Birmingham
B33QR

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm