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Permanent

IFA Administrator

Trowbridge
money-bag 30000.00-30000.00 Annual
3075142351
Posted Today

IFA AdministratorFull Time and PermanentTrowbridge - Office BasedUp to 33,000 + Bonuses + BenefitsHave you gained good administration experience within a Financial Services environment?Have provided administration support to IFAs?Interested in joining a growing firm that like to develop their staff?Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients. They now seek a dedicated, full time IFA Administrator to join their friendly, busy and vibrant Service Team. They are an established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing ''value adding'' projects alongside their everyday responsibilities. Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.The role will primarily see you assemble and organise client policy information at the necessary points in a client journey, to support the role of the Paraplanners and Advisors. Moe specifically, the role entails some of the following;-Correspond with policy providers on behalf of the clientCorrespond and be a general liaison with the clientSubmit any new business on behalf of the clientFacilitate the annual review process of the clientsThe succe

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