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Wealth Planning Administrator

5 months ago

Deeside, United Kingdom Cameron James Full time

Our client a firm of independent Chartered Financial Advisers with offices in Chester and Ewloe who are looking for an experience IFA Administrator.

  • Receiving instructions during debriefings from advisers following client meetings.
  • Interpreting data obtained by advisers during client meetings.
  • Analysing data and using research tools to provide solutions to meet client needs and objectives.
  • Providing records to support research undertaken.
  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability letters, client specific illustration and key features document.
  • Carrying out all tasks in a manner consistent with compliance procedures.
  • Preparation of existing client files ready for reviews.
  • Ensuring all client files are compliant on an ongoing basis.
  • All business-related administrative duties

These duties are not to be regarded as exhaustive and you may be required to perform such other and / or additional duties within your skill and competence as the company may require.

Salary dependant on experience, excellent Benefits.

Please apply on-line or contact Cameron James for further information