Ifa Administrator
3 weeks ago
A highly-reputable financial planning firm are on the lookout for an experienced financial Services Administrator. This firm provide bespoke financial advice to a diverse client portfolio and adhere to the highest standards of client services.
**What's on offer?**
- 25 days holiday + bank holidays
- 5% employer pension contribution
- £100k DIS
- free parking
The role will be full time office based and they are happy to consider a new graduate who has done a Financial Services degree - but they would need to have acquired the life, pension and investment product knowledge as part of that.
**What will the role entail?**
- processing new business, fund switches, withdrawals
- sending LOA
- liaising with providers
- preparing client meeting packs
- providing a comprehensive client service
- basic suitability report writing
**What next?**
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
**Synonyms**:Report Writer, IFA, Technical Sales Support, Technical Planner, Junior Paraplanner, IFA Admin, Client Services, Client Support, Business Support, Wealth Support, Client Delivery, Financial Administrator, Financial Services, FinancialPlanning
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