Wealth Planning - Brighton, United Kingdom - Cranleigh Personnel
Description
Job title:
IFA Administrator / Wealth Planning Administrator
Location:
Brighton
Salary:
£25,000 - £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties:
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
- Prepare and issue client reviews including obtaining product specific information, for
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA's Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role:
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
Salary:
£25,000.00-£35,000.00 per year
Schedule:
- Monday to Friday
Application question(s):
- Do you have at least 6 months experience in an IFA?
Work Location:
In person
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