Financial Planning Admin

IFA Administrator - Swansea, Wales

Ref: 62Wednesday 9 June 2021

£19,000 - £26,000

An IFA firm in Swansea is looking to hire an experienced IFA Administrator to support the Paraplanners and Advisers. The firm offers the opportunity to develop your career in to either Paraplanning or Senior Administration.

Responsibilities:

Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office.

Set up client file and ensure any relevant checklist is completed accurately.

Preparing New Client meeting packs

Issuing Engagement Letters.

Prepare New Business packs for presentation meeting, including illustrations.

Submit new business to platform/product providers

Servicing existing & new business queries.

Maintain effective communications with product provider and client.

Issue policy documents and confirmation letter.

Make appointments as required.

 

To be considered:

 

Experience working within an IFA firm or Investment or Pension provider is essential.

Good communication skills.