Ifa Administrator
2 weeks ago
**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, workingon a variety of platforms such as Standard Life Wrap, Novia Financial and OMW.**
- The position can be either full time or 3 days paying a salary of upto £26,000 and a benefits package of generous holiday, flexi hours, bonus and pension._
My client operates a agile working policy, you will need to attend Christchurch/ Wimborne a 1 day a week as a minimum once settled into your new role.
- 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
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Financial Administrator
2 weeks ago
Christchurch, United Kingdom Bond Williams Full timeFinancial Administrator - Christchurch - Salary £26,000 A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supportingthe office. Main responsibilities: -...
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Financial Administrator
2 weeks ago
Christchurch, United Kingdom Bond Williams Full timeFinancial Administrator - Christchurch - Salary £26,000 A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supporting the office. Main responsibilities: -...
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Ifa Administrator
6 days 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...
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Ifa Administrator
2 days ago
Christchurch, United Kingdom Dynamite Recruitment Solutions Ltd Full timeRecruiting for an Financial Planning Administrator on behalf of my client; a successful Chartered Independent Financial Planning company. You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and...
