IFA Administrator
Poole
Office based
Up to £36,000
This role is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.
Core Responsibilities
As a Financial Planning Administrator, you will:
* Provide comprehensive administrative support to your Financial Planners.
* Obtain valuations, product details, and other key information for analysis.
* Liaise with product providers and third parties to ensure smooth operations.
* Process new business, withdrawals, and fund switches, working closely with our Paraplanners.
* Handle client and third-party queries with professionalism and efficiency.
* Maintain compliant and well-organized client files.
* Uphold the principles of Treating Customers Fairly in every aspect of your role.
Key Skills & Attributes
We’re looking for someone who:
1. Understands the Financial Planning process.
2. Thrives in structured environments and follows defined business processes.<...