Ifa Administrator

**IFA ADMINISTRATOR**

**LOCATION: Didsbury**

**FREE ONSITE PARKING**

**SALARY: UP TO 30,000**

Duties and responsibilities will be varied and consist of;
**Admin team**
- Dealing with new business
- Top ups
- Changes in client income
- Providing management information
- Organising future planning meetings with a client on behalf of the Financial Planner
- Liaise with product providers and other third parties to acquire any additional information

**Review team**
- Preparing the client review reports for the advisers to take to meetings
- Using both un-house and the Dynamic Planner template

**Report writing team**
- Preparing suitability reports
- Preparing new business documentation
- Intelligent office
- Dynamic Planner
- Provider Platforms - Scottish Widows, Parmenion & Raymond James.

NJR REF 15333

FIN

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

Work Location: In person

Reference ID: NJR REF 15333