Financial Planning Administrator

3 weeks ago


Wimborne, United Kingdom Appointed ltd Full time

**Chartered Financial Planners based in Wimborne are expanding their longterm highly experience financial planning team... As the IFA administrator you will be working with the Administration team to provide efficient administrative support to clients,paraplanners, and advisers.**

? Answering the telephone, assisting with client or provider queries

? Data entry and ensuring all information or compliance documents required to complete recommendations has been received and input into the client database

? New business processing and performing fund switches

? Obtaining Illustrations and other literature from providers on products available

? Preparing client valuations ? Preparing and issuing letters of Authority

? Chasing providers for information



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