Ifa Administrator

5 months ago

Bishop's Stortford, United Kingdom Peartree Wealth Management Ltd Full time

Responsibilities:

- Liaising with product providers, clients, and client representatives as and when required.
- Assisting advisers in the creation of client financial reports and letters.
- To produce accurate Annual Review Packs for Financial Advisers and process associated tasks.
- Assist Paraplanners with:

- Type letters and draft routine correspondence.
- General office administration including collecting, opening and distributing post

**Requirements**:

- Familiar with Word and Excel
- Familiar with Quilter and Transact platforms
- Good team player
- Good Written and Commination skills
- Highly Organised - ability to work from home with weekly team meetings at our office located near Bishops Stortford
- Previous IFA Administrator experience essential
- Able to exercise initiative
- Strong communication skills and ability to build rapport with clients
- A natural ability with numbers, with a basic understanding of Investments & Pensions.
- Must have good attention to detail when working with client files.

**Job Type**: Part-time

**Salary**: £12.00-£14.00 per hour

Expected hours: 18 per week

**Benefits**:

- Company pension
- Work from home

Ability to commute/relocate:

- Bishop's Stortford: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Bishop's Stortford

Reference ID: Part Time IFA Administrator

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