This Senior IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
As a Senior IFA Administrator, your duties will include:
1. Produce simple suitability letters and non-complex reports
2. Assist Paraplanners with gathering research and documentation for reports, recommendations and suitability letters.
3. Ensure all compliance paperwork is completed
4. Prepare application forms and paperwork required for the advice process
5. Process and manage standard and more complex new business and servicing through to completion
6. Chase progress of applications and inform the Financial Advisers should any issues arise
7. Process any servicing changes to clients investments
8. Prepare client portfolio valuations and review documents
9. Hold regular meetin...