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Ifa Administrator
4 weeks ago
**Location**
**Salary**
**Posted on**
**Reference**
**Milton Keynes
£24000 - £28000
17/02/2023
NJR13405
DESCRIPTION
IFA Administrator
Milton Keynes
20,000-25,000
Early finish every Friday,
Exam support and funding +Progression is also available
NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing growth is seeking a Financial Planning Administrator to join their team.
**Responsibilities**:
"Create Files, Create Client record on IO, whilst Issue Letters of authority and Compiling Initial Plan Summaries.
Preparation of Suitability Letters / Reports and KFI
Pension Transfer research and report preparation
Obtaining client ID
Chasing new business recommendations
New Business Post-Sale
Submission of new business to providers
Existing Business
Review Report Preparation
Fund switches and checking contract notes
Benefits Projection Reports
For more information please contact one of our specialist consultants quoting REF: NJR13405
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