Ifa Administrator
3 weeks ago
We are currently recruiting for a highly regarded Financial Planning practice in Epsom who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.
**Responsibilities**
The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients.
You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation.
**Onboarding**:
- providing full administrative support for the onboarding of new clients.
**Data management**:
- maintaining and updating client data in a secure environment.
**Reviews**:
- preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
**Proposition delivery**:
- Delivering service proposition within agreed service levels and timescales
**Coordination**:
**Partners**:
- working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.
**What they are looking for**
They are looking for someone who has been an IFA Administrator and has a minimum of 1 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services
-
Financial Planning Assistant
1 month ago
Epsom, United Kingdom Financial Divisions Full timeMy client is a boutique wealth planning practice based near Sutton/Epsom who have been operating for 25+ years. I have placed staff with this business - they have an excellent reputation providing very solid financial advice to private clients who are Cityprofessionals, families, business owners retirees and accumulators. This business has a team of 3...
-
Administration Assistant
4 weeks ago
Epsom, United Kingdom Recruitment Connection Full timeRecruitment Connection Ltd- Published- 18th January 2023- Location- Epsom, United Kingdom- Category- Client Services / Sales Support- Job Type- Retirement Planning- Salary- £18000 to £22000- Reference- 5156- Region- South East**Description**: **Administration Assistant** **Surrey** **£18,000-£24,000 dependent upon experience and qualifications +...