IFA Administrator to Paraplanner-Full Study Support-4-Day Working Week-to £40k-Career Prog
Our client, a well-established and highly professional financial planning firm based in South-East London, is looking to appoint an IFA Administrator to join their close-knit team.This role would suit either an experienced career administrator who enjoys being the backbone of a busy advice team, or an administrator looking to develop their knowledge and grow within a supportive environment.The firm has a strong reputation for delivering high-quality financial planning and operates in a structured, professional way - but without the corporate feel. It''s a collaborative and friendly office where everyone plays an important part in the client journey.The RoleYou''ll provide key administrative support to the advisers and Paraplanner, helping to ensure that business is processed smoothly and clients receive an excellent service.Your responsibilities as an IFA Administrator will include:New business processing across pensions, investments, and protectionHandling Letters of Authority and gathering provider informationPreparing documentation for client meetings and reviewsOngoing client servicing and responding to client queriesLiaising with providers and platforms to progress casesMaintaining accurate client records and updating the back-office systemYou''ll be working with Intelligent Office as the back-office system and dealing with provider platforms such as Transact and AJ Bell.This is a varied and important role where your hard work, attention to detail and organisation really
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!