This hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include:
* Processing and chasing new business
* Obtaining illustrations, projections and valuations
* Answering and assisting with client queries
* Accurately update and maintain information on their back office system
* Prepare documents for suitability reports
* Liaise with clients and providers
* Prepare client meeting packs
The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc.
IFA Administrator Require...