Ifa Administrator
4 days ago
My client is a leading holistic chartered IFA firm, who has been growing through acquisition over the past 4 years is now looking to appoint a Senior Administrator to join their team in Warwick.
**Responsibilities**:
- Liaise closely with Financial Planners to gather all required research for production following review
- Gather and provide product, platform and fund research
- Prepare complex research, such as annual & life time allowance, CGT, defined benefit transfers and bond chargeable gains calculations
- Realigning risk profile
- Present research
- Working in a client facing team (three or more advisers), serving HNW clients and assisting with the creation of financial planning report in order to meet the client requirements
- Draft and co-ordinate technical documents and research for client presentations
- To undertake work of a project based nature as and when required to do so
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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