IFA Administrator

Posted 16 September by REED Insurance
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REED Insurance have an opportunity for a Financial Planning Administrator to join a National Financial Services IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.

Key Tasks:

• Prepare documentation for client appointments/meeting.

• Maintain the integrity of ‘ Model Office’ processes and databases

• Maintenance of client records

• Obtain quotes & illustrations

• Product information and appropriate paperwork

• Prepare annual reviews/valuations

• Process new business

• Liaise with providers

• Deal with client queries

To be successful in the role you will need:

• Experience of working in an IFA environment

• Knowledge of Microsoft Word and Excel packages essential

• Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services

In return you will receive an excellent salary and benefits package and an opportunity to grow your career.

Reference: 42871207

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