Ifa Administrator

4 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, 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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