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IFA Administrator
4 months ago
One of the UKs leading firms of Financial Planners have an exciting opportunity for an IFA Administrator to join their Annual Reviews team in Birmingham
Booking the Annual Reviews each month, by telephone, email or post.
• Preparing the Annual Review packs, to include valuations, fund factsheets, provider literature and any required compliance documents.
• Managing the Annual Review process in its entirety.
• Inputting new business proposals to the back-office system in line with Company procedures
• This is an outstanding opportunity to train within a varied position covering many different aspects of administration and technical duties within a financial planning practice, supporting advisers to deliver the best service to clients.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
