IFA Support

3 weeks ago


Newbury UK, West Berkshire, United Kingdom KFS Recruitment Full time

IFA Support

Newbury

£28-£32k

Hybrid


We are pleased to be working with an IFA firm based in Newbury on their search for a new team member.


Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.


Responsibilities:

  • Providing administration services to both existing and potential new customers
  • Following company procedures to ensure that customers receive the best possible service
  • Process new business applications and liaise with both the client and the provider to ensure the business is dealt with in an efficient and timely manner
  • Prepare and maintain client files
  • Provide the product and provider research for advisers by researching the market using the appropriate tools and following the Firm’s Investment Process
  • Prepare client annual review reports and suitability reports in a compliant and timely manner and in line with our processes


Skills and experience:

To be working towards the Level 4 Diploma qualification – support will be offered from the firm with this


Benefits:

DIS (4 x salary)

BUPA

5% employer pension contributions



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