Ifa Administrator

1 week ago

Bishop's Stortford, United Kingdom Peartree Wealth Management Ltd Full time

Responsibilities:

- Liaising with product providers, clients, and client representatives as and when required.
- Assisting advisers in the creation of client financial reports and letters.
- To produce accurate Annual Review Packs for Financial Advisers and process associated tasks.
- Assist Paraplanners with:

- Type letters and draft routine correspondence.
- General office administration including collecting, opening and distributing post

**Requirements**:

- Familiar with Word and Excel
- Familiar with Quilter and Transact platforms
- Good team player
- Good Written and Commination skills
- Highly Organised - ability to work from home with weekly team meetings at our office located near Bishops Stortford
- Previous IFA Administrator experience essential
- Able to exercise initiative
- Strong communication skills and ability to build rapport with clients
- A natural ability with numbers, with a basic understanding of Investments & Pensions.
- Must have good attention to detail when working with client files.

**Job Type**: Part-time

**Salary**: £12.00-£14.00 per hour

Expected hours: 18 per week

**Benefits**:

- Company pension
- Work from home

Ability to commute/relocate:

- Bishop's Stortford: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Bishop's Stortford

Reference ID: Part Time IFA Administrator

  • Ifa/finance Administrator

    2 weeks ago

    Bishop's Stortford, United Kingdom Kingswood Group Full time

    Kingswood Group are pleased to be assisting a successful and ambitious financial services firm with the recruitment of an IFA Administrator to be based in their Bishops Stortford office. With ideally a previous background working within a similar industry, the role will support an Independent Financial Advisor and a Senior Paraplanner. Duties will...

  • Administrator/trainee Paraplanner

    2 weeks ago

    Bishop's Stortford, United Kingdom Brevere Group Full time

    Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment witha client centric approach? If the answer to these questions is yes, this could be the ideal role for...

  • Independent Financial Advisor

    2 weeks ago

    Bishop's Stortford, United Kingdom Brevere Group Full time

    Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across...

  • Financial Advisor

    2 weeks ago

    Bishop's Stortford, United Kingdom Brevere Group Full time

    Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Based in Central London, your role will be to provide holistic advice to the clients within your portfolio and deliver...