IFA Administrator
Onsite Taunton 5 days per week - in time will become hybrid.
Up to £38K + Benefits
A growing IFA/ Wealth Management firm based in Taunton is a seeking an experienced IFA Administrator, paying up to £38,000 plus bonus and benefits, to join their ambitious team.
This is an amazing opportunity for someone looking to join a well known company during a period of exciting change and growth!
You will be required to work in collaboration with Financial Advisers and Paraplanners to process new and existing business, while also providing full administrative support in accordance with the firms administrative processes and FCA Regulations.
Duties will include the following
Client Reviews
Processing of new business
Preparation of Compliance/ Provider documentation
Fund Switches
Plan Withdrawals
Obtaining fund values from Providers
Answering client queriesThe ideal candidate come from an IFA background and will be looking to further their career in this industry. You will be proficient in administrative tasks, possess excellent time management skills, and have a keen eye for detail. You must have used Intelligent Office experience and be confident using it.
If you are looking for a new career within IFA and would like to join a collaborative and supportive company that will progress your career. Then please do apply directly to the advert.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application