Senior Ifa Administrator

2 months ago


Poole, United Kingdom Appointed Ltd Full time

**Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator.**

As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients.
- Salary of upto 34k + excellent benefit, pension, exam support, onsite parking, genuine career progression._

**Duties such as**
- Sending Letters of Authority
- Check, maintain and implement Bed & ISA process.
- Process New Business
- Research for Suitability Reports
- Prepare information/comparisons for analysis by Financial Planner.
- Obtain information necessary to compile client recommendations
- Completing rebalances and cost implications for clients as directed by the financial Planner
- Carrying out technical calculations as directed by the financial Planner

Build strong relationships with clients by providing a friendly and professional point of contact, answering technical queries

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£34,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- On-site parking
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person



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