Ifa Administrator

2 weeks ago

Ferndown Industrial Estate, United Kingdom Reed Insurance Full time

Reed have been engaged to support a leading chartered accountancy firm in Dorset who specialise in tax, business & personal accountancy and financial planning.

They are looking for an IFA Administrator to be based in their Ferndown office. Working as a team, supporting existing Financial Planners and assigned Paraplanners to deliver a first class service to private, corporate and trust customers.

About the role:

- Preparing for adviser/client appointments by providing new business and review packs to the agreed timeframe and specification.
- Processing post meeting packs by updating all relevant fact find information on internal systems accurately.
- Obtaining and updating information from 3rd parties to aid the preparation of financial reports.

In Return:
On site car parking
Study days / exam support
Hybrid / flexible working
Generous holiday allowance
Pension scheme

For more information, please contact

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