IFA Administrator
Salary: £25,000Location: Stockton-On-TeesHours: Full or Part Time
Permanent Role - Office Based
Do you want to build your career as a Financial Administrator and join a competent, hard-working team? Do you have excellent interpersonal skills and a high attention to detail? Our client is looking for a resilient and ambitious individual who wants to drive their own performance and contribute to the success of a forward-thinking and growing company.
The Key Duties of the IFA Administrator* Ensure accurately and timely record keeping* Input data and produce records and documents as needed * Preparing valuations of clients' investments and pensions * Producing new document packs and preparation for client meetings * Producing client portfolio review information and presenting this with meeting packs* Undertake the necessary training and continuing professional development required by the regulatory authorities and the firm's supervisory team.* Liaising with providers in the provision of valuations and other product information as needed either by phone, email or their own websites.
The Key Requirements of the IFA Administrator* Minimum of 2 years' experience working in a whole of market advice environment as a Financial Services Administrator or similar is beneficial * Have good IT skills and be knowledgeabl...