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IFA Administrator

Posted 5 June by REED Insurance Easy Apply Featured Ended
Chartered IFA Practice located just outside Bournemouth are recruiting for a IFA Administrator to join their smaller scale hardworking, diligent, caring and client focused team, in assisting towards the whole of market administration support to Adviser.

This is a small yet very friendly hard working team who all work very well as a team driving the business forward for success. Full support towards industry relevant qualifications.

Salary on offer circa £24,000 + great pension contribution and benefits package

Main Responsibilities 
• Support the team in all aspects of general/ business office administration
• Manage and arrange Client annual review appointments 
• Managing and recording Client data
• Sending Letters of Authority and updating system
• Managing new business recording, submission and tracking to conclusion
• Liaising with product providers and other relevant third parties 
• Preparing paperwork for client meetings
• Supporting Paraplanners in research and analysis 
• Reconciliation of monthly retainers

The desirable candidate will currently be working within a Administrative role in a IFA Practice environment and looking to take their next career step.

Apply online today for further information or contact directly!

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34877321

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