IFA Technical Administrator
South Leics (our ref AL1380) Office based role full time
Salary to £30,000 dep on exp + excellent benefits inc parking
My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients.They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team.Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.
The Role:
1. Letter of Authority administration and processes.
2. Making of appointment packs/General administrative duties where required.
3. Valuations.
4. Telephoning providers.
5. Letter writing/Photocopying
6. Prepare cash flow modelling (information gathering and understanding)
7. Prepare portfolio comparison analytics
8. Action fund switches & carry out at...