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Ifa Administrator
2 weeks ago
IFA Administrator with a Wealth Management company based in Hampshire.
Competitive basic salary with good benefits
The Role
- The individual will be working in a small team providing support to the financial advisers
- This is a position that requires a key team player and someone who is readily available to deal with different tasks throughout their working day.
Core Responsibilities
- Provide daily administrative support to the financial advisers and their paraplanners
- Help to maintain the client database
- Implementing new business and advice given to clients
- Assisting and contributing to the development of the financial planning proposition, new processes, and systems within the team.
- Basic report writing
- Liaising with product providers and clients
- General office duties where required, for example answering the office phone
