IFA Administrator

IFA Administrator - Norwich, East England

Ref: 1458Wednesday 24 January 2024

£26,000 - £32,000

A leading IFA firm in Norwich is looking for an experience Administrator to join their highly driven and passionate team. So if you are looking to develop your career in the Financial Planning market and looking for a firm that will support you and encourage you to challenge yourself then apply today.

 

The salary range for an Administrator join this IFA is £26,000 - £32,000

 

You will be joining a full service Independent firm offering full holistic advice across a large and varied  demographic. They have fostered a nurturing environment where they encourage people to study and complete their exams to progress their careers.

This is an exciting opportunity you will be involved in the complex administration of clients needs and dealing directly with the customers taking responsibility of casefiles from inception to completion.

Responsibilities:

  • Making appointments with clients and prospective clients
  • Research on the investment systems
  • Preparing of client annual review and follow up
  • Preparation of analysis of portfolios and funds
  • Insurance provider and product research
  • Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports

To be Considered:

  • Financial market and funds knowledge
  • Knowledge of Pension and Investments
  • Experience in an IFA / Wealth Management firm
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