Administrator - Independent Financial Adviser (Ifa)

4 weeks ago


Liverpool, United Kingdom Page Personnel Sales Full time

They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture their staff and let people carve out their own careers.
They have a network of offices around the UK and are continuing to grow through organic growth and through acquisition. The site in Nottingham is their head office function, and provides the perfect environment for learning and development. Preparing portfolio valuations, producing illustrations and processing of new business
Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
Sending reports and investment information to clients
Accurately submitting data on the system for clients
Previous experience working in an IFA or financial planning firm
Experience of report writing, valuations and appraisals would be ideal
Strong administration skill set
Good working knowledge of Microsoft applications
25 days holiday
~ Bonus
~ Study support for professional development
~ Pension contribution
~ Hybrid working
~


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