Wealth Planning - Brighton, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Brighton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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

- product providers and undertaking product research

Prepare and issue client reviews including obtaining product specific information, for

- example switch fees and funds available and charges

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: