IFA Administrator

3 weeks ago

Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Bristol - Artemis Recruitment Consultants Financial Services
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.  
Understanding of the Financial Planning process
Good report writing skills
Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . © Artemis Recruitment Consultants 2015-2023 - All Rights Reserved| Company Number: 9843254 Registered In England & Wales| Website by
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