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.
Specific duties include:
* Preparing relevant paperwork for client meetings.
* Submitting online applications.
* Processing business and submit to providers
* Dealing with client queries
* Collating research for recommendation.
* Using quotation systems for Mortgage, Protection, Investment products.
* Produce suitability letters and reports requested by the Adviser
* O&M Research
* Buy / Sell upon client / adviser instruction
* Handling of Deaths Wills/Executors etc
The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided.
Salary Information:
1. Up to £30k depending on experience.
2. 21 days holiday
3. 5% pension