IFA Administrator

IFA Administrator - Reading, South East England

Ref: 780Thursday 18 August 2022

£22,000 -£28,000

IFA firm with over 20 years' experience in the Financial Planning industry, specialise in pensions and family  wealth planning is looking to hire an experienced Administrator into their support team. Their mission is to give all our client's financial security by offering the same high levels of service and giving situationally based advice, that’s entirely focused upon individual needs and requirements.

You will be working in collaboration with Financial Advisers and other colleagues and will assist the Financial Advisers in preparing recommendations and producing suitability reports.

Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations.

Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where

necessary.

Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.

 

To be considered:

 

Financial Services Experience

Understanding of the Financial Planning process

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