IFA Administrator – Fram Search
Join to apply for the IFA Administrator roleIPHER at Fram Search
Location
Edinburgh, Scotland, United Kingdom
Base Pay Range
Direct message the job poster from Fram Search.
Responsibilities
* Prepare research, cashflow modelling and technical calculations.
* Produce suitability documents and client review packs.
* Process new business, fund switches and withdrawals.
* আন্দোলিত maintain accurate client records and liaise with toca product providers.
* Regular interaction with clients, ongoing investment and regulatory discussions.
Qualifications
* Strong knowledge of pensions, investments, protection products and trusts.
* Confidence using advisor platforms and provider systems.
* Organised, attentive to detail and comfortable working within structured processes.
* At least a few years of experience in a financial advice setting.
* Progress towards Level 4 helpful but not essential.
Seniority Level
Associate
Employment Type
Full-time
Job Function & Industry
Analyst, Finance, and Customer Service; Investment Management and Financial Services.
Additional Information
Referrals increase your chances of interviewing at Fram Search by 2x.
#J-18808-Ljbffr