Trainee Ifa Administrator
1 day ago
Trainee IFA Administrator
Warwick
Salary up to £24,000
£3,000 Pay Rise once you have achieved Level 4 Diploma Status
3 Days working from home is available
Hybrid working is available (3 Days from home)
We are delighted to be recruiting for a very well-established National Firm Independent Financial Planners who have Offices in a number of key locations across the country. Our Client are continually growing and now have an excellent Opportunity for An IFAAdministrator to joining their forever expanding organisation. Our Client specialise in providing bespoke Financial Advice to an extensive Client base focussing on Pensions, Investments and Life Planning.
This is an excellent opportunity for someone who is wanting to build a Career within an industry that is extremely buoyant and offers ongoing development.
Working out of their Office based in the Warwick area you will be providing full support the Financial Planners, and Paraplanners to ensure the Client journey remains seamless. Our Client offer a family orientated culture and encourage ongoing developmentwithin their organisation.
**Responsibilities**:
" Processing new business
" Working on provider platforms
" General administration
" Preparing files for client visits
" Producing Valuations and Illustrations
" Liaise with both internal and external stakeholders by telephone, letter and E-mail
" Maintenance of all administration systems
" Ensuring that all client data is accurate and up to date
" Maintenance of diary management system
" Ensuring that daily workflow is completed in line with SLA's
" Ensure appropriate documentation is scanned and attached to the relevant client records.
For further information please contact one of our specialist consultants quoting REF: NJR13238
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