Ifa Administrator - Bowdon, United Kingdom - Taylor James Professional Recruitment LTD
Description
Our Altrincham based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Supporting a team of paraplanners & advisers, duties & responsibilities will include:
- Obtaining illustrations
- Keeping the back office system up to date
- Acquiring client portfolio valuations
- Preparation of annual review packs for client meetings
- Acting as a key point of contact for financial planners & clients
- Liaising with product providers
- Actioning LOAs
- IFA/ financial planning administration experience (essential)
- Willingness to work towards the level 4 diploma (desirable)
- Knowledge of provider platforms
- Highly organised
Pay:
£24,000.00-£30,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Private dental insurance
- Private medical insurance
Flexible Language Requirement:
- English not required
Schedule:
- 8 hour shift
Supplemental pay types:
- Bonus scheme
Work Location:
In person
Reference ID:
ALT1204A
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