Overview
My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce. This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.
Responsibilities
* Preparing relevant paperwork for client meetings.
* Submitting online applications.
* Processing business and submitting to providers.
* Handling client queries.
* Collating research for recommendation.
* Using quotation systems for Mortgage, Protection, Investment products.
* Producing suitability letters and reports requested by the Adviser.
* O&M Research.
* Buy / Sell upon client / adviser instruction.
* Handling of Deaths, Wills, Executors, etc.
Qualifications
The ideal candidate will have previous experience in Financial Planning. Candidates with administration experience from other areas of Financial Services who desire to move into Financial Planning will also be considered, as full training can be provided.
Salary & Benefits
Salary Information: Up to £30k depending on experience.
Benefits: 21 days holiday, 5% pension, 4 x DIS.
Contact
Contact: Karen Cummins Reference: KC/**
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