Job Description
IFA Support
Newbury
£28-£32k
Hybrid
We are pleased to be working with an IFA firm based in Newbury on their search for a new team member.
Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.
Responsibilities:
* Providing administration services to both existing and potential new customers
* Following company procedures to ensure that customers receive the best possible service
* Process new business applications and liaise with both the client and the provider to ensure the business is dealt with in an efficient and timely manner
* Prepare and maintain client files
* Provide the product and provider research for advisers by researching the market using the appropriate tools and following the Firm’s Investment Process
* Prepare client annual review reports and suitability reports in a compliant and timely manner and in line with our processes
Skills and experience:
To be working towards the Level 4 Diploma qualification – support will be offered from the firm with this
Benefits:
DIS (4 x salary)
BUPA
5% employer pension contributions