Ifa Administrator

2 weeks ago

Christchurch, United Kingdom Dynamite Recruitment Solutions Ltd Full time

Recruiting for an Financial Planning Administrator on behalf of my client; a successful Chartered Independent Financial Planning company.
You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.
Duties include:

- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis via FE Analytics
- Processing ad hoc withdrawals
- Maintenance of client regular income, including cash balances
- Setting up and amendments of regular client contributions
- General administration and servicing
- Production of illustrations for protection and annuities
This role offers the luxury of hybrid working, part or full time eoption and the choice of flexi hours
With your package you will be enrolled into private medical insurance, pension, hybrid working, flexi start/ finish time. Salary between £23,000 - £26,500 DOE
For more details please contact Tegan Sillett at Dynamite Recruitment

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