Wealth Planning Administrator
Our client a firm of independent Chartered Financial Advisers with offices in Chester and Ewloe who are looking for an experience IFA Administrator. Receiving instructions during debriefings from advisers following client meetings.Interpreting data obtained by advisers during client meetings.Analysing data and using research tools to provide solutions to meet client needs and objectives.Providing records to support research undertaken.Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability letters, client specific illustration and key features document.Carrying out all tasks in a manner consistent with compliance procedures.Preparation of existing client files ready for reviews.Ensuring all client files are compliant on an ongoing basis.All business-related administrative duties These duties are not to be regarded as exhaustive and you may be required to perform such other and / or additional duties within your skill and competence as the company may require. Salary dependant on experience, excellent Benefits. Please apply on-line or contact Cameron James for further information
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