Ifa Administrator
1 day ago
**Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients.**
- This position is a mix between office and home based working within a flexi core hours work policy, paying upto £26,000 and a benefits package of generous holiday, flexi hours, bonus and pension._
- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis via FE Analytics and comparisons via Assureweb
- Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances of Standard Life/Old Mutual Wealth
- Supporting the review process including assisting in the preparation of documentation ahead of client appointments
- Processing death certificates and changes to client personal information
- Recommending improvements to administration processes to increase efficiency
**Job Types**: Full-time, Part-time, Permanent
Part-time hours: 30 per week
**Salary**: £22,000.00-£26,000.00 per year
**Benefits**:
- Additional leave
- Company events
- Company pension
- Flexitime
- Private medical insurance
- Sick pay
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Work Location: Hybrid remote in Christchurch
Flextime
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Ifa Administrator
7 days ago
Christchurch, United Kingdom Appointed ltd Full time**Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients, workingon a variety of platforms such as Standard Life Wrap, Novia Financial and OMW.** - The position can be either...
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Christchurch, United Kingdom Bond Williams Full timeFinancial Administrator - Christchurch - Salary up to £26k DOE A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supportingthe office. Main...
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Financial Administrator
7 days ago
Christchurch, United Kingdom Bond Williams Full timeFinancial Administrator - Christchurch - Salary up to £26k DOE A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supporting the office. Main...