IFA Support Specialist
3 weeks ago
We are pleased to be working with an IFA firm based in Newbury on their search for a new team member.
The role will be split between supporting the Paraplanner as well as the Administrators, with the view after approx. 18 months, that 80% of the role will be paraplanning.
Key Responsibilities- Provide administration services to both existing and potential new customers
- Follow company procedures to ensure that customers receive the best possible service
- Process new business applications and liaise with both the client and the provider to ensure the business is dealt with in an efficient and timely manner
- Prepare and maintain client files
- Provide product and provider research for advisers by researching the market using the appropriate tools and following the Firm's Investment Process
- Prepare client annual review reports and suitability reports in a compliant and timely manner and in line with our processes
To be working towards the Level 4 Diploma qualification – support will be offered from the firm with this
BenefitsDIS (4 x salary)
BUPA
5% employer pension contributions
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