IFA Administrator
IFA Administrator
Derby Based
Hybrid Working (1 day from home) £30,000 DOE
Study Support Part Time / Reduced Hours Available
Our client is a well-established Independent Financial Planning firm based in the heart of Derby. Our client is committed to providing the best possible independent financial advice to their clients. With over 40 years' experience within their financial services field, their financial planning and support team are highly qualified, experienced, and adept in providing exceptional levels of service and support.
Responsibilities
- Ensure all dealings with clients are carried out in a professional and courteous manner.
- Prepare Client Valuations and ensure back-office system is updated (Adviser Office). - Prepare review packs.
- Process new business and follow up until policy issue.
- Scan and file documents using the document management system (Virtual Cabinet).
- Prepare and issue Letters of Authority. - Prepare and issue Service & Pay agreements and monitor for their return.
- Process client withdrawals and Bed & ISA transfers.
- Update model portfolios on various wrap platforms.
- Prepare application forms for clients to check and sign.
- Complete fund switches on client portfolios.
Requirements
- 18 months - 2 years within the Financial Services field.
- A can-do and positive attitude. My client is open to part time hours/ reduced hours for the right indivdual.
Reference: 52489936
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'