Ifa Administrator - Norwich, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Norwich, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

REED Financial Services are working exclusively with a professional and successful Chartered IFA firm in Norwich, recruiting for the position of Support Administrator to join the team within the Financial Services Industry.

Permanent, full time or part time will be considered. Flexible working arrangements available.


Within the role you will provide administrative support to the directors and advisors with their day to day workload as they assist clients with financial requirements.

Key Responsibilities & Accountabilities

  • General administration i.e. letters of authority, servicing of changes to clients details, obtaining state pension forecasts, drafting dictated letters
  • Updating client records on Client Management System (IO) to ensure that appropriate client records are kept and are up to date at all times
  • Making appointments for Financial Advisers
  • Platform work i.e. fund switches
  • Preparation and issue of Annual Review packs
  • Perform other adhoc tasks as required
  • Positively promote the company through interaction with clients and also with Professional Connections
  • Effective team player contributing positively at all meetings; identifying ways of moving the Company forward.
Package on offer

  • Salary dependant on experience upto £24,000
  • Hybrid role expected 3 days in the office / 2 days at home
  • Home internet connection required
  • Computer literacy
  • 22 days holiday FTE (increasing to 25 days after 3 years service)
  • Employer support for career progression through recognised CII exams
  • Employer pension contribution
  • Work for a Chartered Financial Planning Firm
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