IFA Administrator / Wealth Planning Administrator
Location: Hungerford, Berkshire
Salary £28,000 - £35,000
Hours full time - however 4 day week considered
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you.
Our client, a boutique independent wealth planning company in Hungerford, is looking for a proactive Wealth Planning Administrator to join their team.
As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
* Actively participate in the client annual review process
* Process new business submissions and ensure smooth and timely business processing
* Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
* Maintain client records and process annual review reports and new business processing using their back-office system
* Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Company/Role Information:
1. Our client is a boutique, independent IFA who have a...