Ifa Administrator
1 day ago
We are working with a reputable firm, based locally, looking to add to their Financial Planning Support team.
The firm in question are looking to add an Financial Planning Support Administrator to the team, to provide high-quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention.
You will receive a competitive salary and benefits package, alongside hybrid working.
Main duties:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
- Liaise with providers and other 3rd parties, to obtain any information that may be needed.
To be considered for this role, ideally you will hold:
- Experience within the Financial Services industry
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals
- Willingness to learn and develop your skills and knowledge
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