Job Description
Senior IFAAdministratorInvestments&Pensions
Location:Wokingham
Salary:£30,000£36,000
Full-time(optiontowork4daysperweek)
Permanent|Office-based
AreyouanexperiencedSeniorIFAAdministratorlookingforastable,well-structuredrolewhereyourpensionsandinvestmentsknowledgeisvalued?
Ourclient,awell-establishedfinancialplanningfirmbasedinWokingham,islookingtowelcomeaskilledIFAAdministratortosupportSeniorAdvisersacrossinvestmentsandpensions.Thisisavaried,hands-onroleofferinglong-termprogression,flexibilityaroundworkingpatterns,andtheopportunitytoworkcloselywithexperiencedIFAs.
Ifyouenjoybeingthebackboneoftheadvisoryprocessensuringaccuracy,compliance,andexcellentclientservice-thiscouldbeanexcellentnextstep.
TheRole
Managingclientcorrespondenceviaphone,email,portals,andmessages
Actingasthefirstpointofcontactforbothgeneralandtechnicalclientqueries
Liaisingwithplatformsandproviderstoresearchandresolvequeries
Processingpensionsandinvestmenttransactionsinclud...