Ifa Administrator

3 weeks ago

Christchurch, United Kingdom Appointed Ltd Full time

**Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients.**
- This position is a mix between office and home based working within a flexi core hours work policy, paying upto £26,000 and a benefits package of generous holiday, flexi hours, bonus and pension._
- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis via FE Analytics and comparisons via Assureweb
- Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances of Standard Life/Old Mutual Wealth
- Supporting the review process including assisting in the preparation of documentation ahead of client appointments
- Processing death certificates and changes to client personal information
- Recommending improvements to administration processes to increase efficiency

**Job Types**: Full-time, Part-time, Permanent
Part-time hours: 30 per week

**Salary**: £22,000.00-£26,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Flexitime
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: Hybrid remote in Christchurch

Flextime

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