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Ifa Administrator

4 months ago

Reading, United Kingdom Ortus PSR Full time

The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.

This position comes with a basic salary of up to £26,000.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed

**Skills**:

- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired