Ifa Administrator - Norwich, United Kingdom - Ortus PSR
Description
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status.Responsibilities:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed
Skills:
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
More jobs from Ortus PSR
-
Paraplanner
City of London, United Kingdom - 1 day ago
-
Paraplanner
London, United Kingdom - 3 weeks ago
-
Graduate Financial Planning Support
Reading, United Kingdom - 3 weeks ago
-
Ifa Administrator
Cardiff, United Kingdom - 3 weeks ago
-
IFA Support
Farnham, United Kingdom - 3 weeks ago
-
Financial Adviser
Plymouth, United Kingdom - 2 weeks ago