IFA Administrator
Based in Knutsford, Cheshire.
Salary: £24,000 - £30,000
This Financial Services Administrator job opportunity in Cheshire is offering a salary of £24,000 - £30,000.
The Independent Financial Advisors offer valuable staff training, and development plus will invest in your financial services qualifications.
You will be joining a financial services firm who have a highly skilled Financial Services Paraplanning team.
This financial services opportunity will involve:
1. Assisting with the preparation of research and suitability reports.
2. Analysing clients' requirements.
3. Providing administration support to the Paraplanners.
4. Preparing meetings for the Paraplanners & Financial Advisors.
5. Working closely with product providers on changes to clients' policies.
6. Preparation of existing client valuations/files ready for reviews.
7. Processing of client documentation.
8. Liaising with clients and product providers on outstanding documents and queries.
Experience:
1. Experience working in an Administration Support role for a Financial Planning organisation.
2. Ideally worked on the Intelligent Office back office software but not essential.
3. Must understand Wealth Management administration processes.
I’d like to hear from you if you have previously worked within a Financial Planning environment and have experience with Pensions & investment administration. If you have passed some RO qualifications that would be great.
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