Ifa Administrator - Christchurch, United Kingdom - Appointed Ltd

Appointed Ltd

Verified Company

Christchurch, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients.

This position is a mix between office and home based working within a flexi core hours work policy, paying upto £26,000 and a benefits package of generous holiday, flexi hours, bonus and pension._
Distribution of letters of authority and collating policy information from providers
Fund performance analysis via FE Analytics and comparisons via Assureweb
Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances of Standard Life/Old Mutual Wealth
Supporting the review process including assisting in the preparation of documentation ahead of client appointments
Processing death certificates and changes to client personal information
Recommending improvements to administration processes to increase efficiency