Senior Ifa Administrator - Wakefield, United Kingdom - Ortus PSR
Description
I am working with a leading, national Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning.
The firm in question are looking to add a Senior IFA Administrator to the team, to provide high quality support to the Paraplanners and Financial Advisers within the firm and oversee other members of the team.
Main duties;
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
- Liaise with providers and other 3rd parties, to obtain any information that may be needed.
- Experience within the Financial Services industry
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals
- Willingness to learn and develop your skills and knowledge
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