Ifa Administrator

**Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients, workingon a variety of platforms such as Standard Life Wrap, Novia Financial and OMW.**

**The position is full time, paying a salary of upto £28,000 and a benefits package of generous holiday and pension. My client operates a agile working policy, you will need to attend Christchurch/ Wimborne once a week, with the option to work 4 daysat home.**
- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis via FE Analytics and comparisons via Assureweb
- Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances of Standard Life/Old Mutual Wealth
- Supporting the review process including assisting in the preparation of documentation ahead of client appointments
- Processing death certificates and changes to client personal information
- Recommending improvements to administration processes to increase efficiency