Ifa Administrator

2 weeks ago

Ferndown, Dorset, United Kingdom Reed Insurance Full time

Reed have been engaged to support a leading chartered accountancy firm in Dorset who specialise in tax, business & personal accountancy and financial planning.

They are looking for an IFA Administrator to be based in their Ferndown office.

Working as a team, supporting existing Financial Planners and assigned Paraplanners to deliver a first class service to private, corporate and trust customers.


About the role:

  • Preparing for adviser/client appointments by providing new business and review packs to the agreed timeframe and specification.
  • Processing post meeting packs by updating all relevant fact find information on internal systems accurately.
  • Obtaining and updating information from 3rd parties to aid the preparation of financial reports.

In Return:
On site car parking
Study days / exam support
Hybrid / flexible working
Generous holiday allowance
Pension scheme

For more information, please contact

  • Ifa Administrator

    4 weeks ago

    Ferndown, United Kingdom Recruit UK Full time

    **_Are you an experienced administrator within financial services, investments or pensions?_** **_Would you like to join a supportive team within an established wealth management practice?_** We are currently working on an opportunity for an IFA administrator to join our client in Ferndown, Dorset. You’d be joining a team of established administrators to...

  • Experienced Financial Services Administrator

    2 weeks ago

    Ferndown, United Kingdom JTM Financial Services Full time

    A chance to join a small forward thinking IFA with customer service and employee satisfaction at its heart. Main Duties: - to communicate with both clients and life companies in a professional manner and comply with the Company’s procedures. - Updating back office systems with changes to client portfolios. - Preparing paperwork pre and post client...

  • Portfolio Administrator for Financial Adviser Firm

    3 weeks ago

    Ferndown, United Kingdom Atkins Bland Full time

    We are looking for a bright and enthusiastic individual to join our company to support the Investment Portfolio Review Team. **Purpose of role** To create and dispatch client investment portfolio reviews, including valuation reports, review letters, informational material and adviser recommendations; executing any trade orders confirmed by the...