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Technical IFA Administrator

Posted 23 February by REED Insurance Easy Apply Ended
IFA Practice based in Southampton City Centre is expanding and looking to take on 2 Technical IFA Administrators to work closely alongside the Administration Manager and the Compliance Manager, where you will liase with Financial Advisers in order to work within a regulated framework providing financial advice and reviews within a professional and timely fashion.

Ideally you will have 3 + years experience working within a IFA Practice environment in a technical administration position. Any industry relevant qualifications are advantageous.

Duties such as...

· Producing financial reports when required
· Request information from clients, providers and other third parties for the Para Planner / Adviser to prepare plans best suited to individual clients' requirements;
· Managing Financial Adviser’s diaries;

Please contact for further information or apply online today!

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34134447

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