IFA Administrator

Posted 8 October by REED Insurance
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Chartered IFA Practice located just outside Poole 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- flexi hours and opportunity to work from home!

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 chez.rudiak@reedglobal.com directly!

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 36071866

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