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Senior Ifa Administrator - Poole, United Kingdom - Appointed Ltd

Appointed Ltd

Verified Company

Poole, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 Financial Planning 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

Job Types:
Full-time, Permanent

Pay:
£25,000.00-£34,000.00 per year

Benefits: