IFA Administrator

Financial planning - South East England

Ref: 573Wednesday 22 June 2022

£25,000 - £35,000

The opportunity for a brilliant Financial Planning Administrator to join an truly independent IFA who provide personal, independent and tailored advice. 

The business has been built on word of mouth and personal recommendations, and therefore they have an excellent reputation that they are extremely proud of.

 

Responsibilities:

  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
  • Liaise with providers and third parties, to obtain any information that may be needed

 

Skills:

In order to be considered for this unique opportunity, candidates need to have -

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.