Administrator - Client Review Team
3 weeks ago
A leading IFA firm based in Leicester Area is looking for a skilled Administrator to join their Client Review Team. This is a fantastic opportunity to work with a well-established company that has achieved year-on-year growth.
About the FirmThe firm offers a competitive salary of £24,000-£28,000 per annum and excellent benefits, including 25 days holiday, plus bank holidays, and a generous non-contributory pension scheme.
Key Responsibilities- Support Financial Planners with client reviews
- Make client appointments
- Produce valuations
- Prepare cash flow modelling (information gathering and understanding)
- Prepare portfolio comparison analytics
- Action fund switches
- Carry out attitude to risk questionnaires
- Prepare new and existing client appointment packs
- Adviser diary management
You will engage with clients and providers via telephone, email, and letter. This role offers a great opportunity to develop your skills and experience in a dynamic and supportive team environment.
What You Will Receive- Competitive salary of £24,000-£28,000 per annum
- 25 days holiday, plus bank holidays
- Generous non-contributory pension scheme, commencing after three months' continuous service
- Free death in service, subject to qualifying criteria, commencing after three months' continuous service
- Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking
- Dress down Fridays
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