Experienced Ifa Administrator - Steyning, United Kingdom - Appointed Ltd

Appointed Ltd

Verified Company

Steyning, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is a small scale close knit IFA firm, with 2 very successful financial advisers part of a much larger AR...Due to internal progression they are seeking a experienced IFA Administrator to support the advisers and paraplanners with administration on Pensions & Investments working on Intelligent Office.
An office based role with flexibility on hours, full or part time (3 days). Progression within paraplanning and advice with level 4 diploma support for the right individual.

This role would suit a individual with a IFA practice background, who has been support financial planners, ideally working on Intelligent Office, and has a sound understanding of pensions and investments.

You will be hardworking with a easy going, team player attitude.

Duties such as:

New business processing and meeting preparation
Prepare packs for client reviews
Liaising with clients, providers and third parties to obtain relevant information
Build strong and professional relationships with clients
Ensure all client data is kept accurate on Intelligent Office
Provide technical assistance to the paraplanner
Updating fact finds, preparing valuations and obtaining quotations