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Ifa Administrator

2 weeks ago

Poole, United Kingdom Appointed ltd Full time

_Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a FinancialPlanning Administrator._

As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients.
- Salary of upto 34k + excellent benefit, pension, exam support, onsite parking, genuine career progression._

Duties such as
- Sending Letters of Authority
- Check, maintain and implement Bed & ISA process.
- Process New Business
- Research for Suitability Reports
- Prepare information/comparisons for analysis by Financial Planner.
- Obtain information necessary to compile client recommendations
- Completing rebalances and cost implications for clients as directed by the financial Planner
- Carrying out technical calculations as directed by the financial Planner
- Build strong relationships with clients by providing a friendly and professional point of contact, answering technical queries