IFA Administration Assistant
Derby Outskirts
Salary c£26,000 pa + benefits
Full time position, office based (our Ref AL1392)
My client is a long-established IFA with Chartered Financial Planner Status and they have an exciting new opportunity for an individual with previous experience within wealth management to join their team based on the outskirts of Derby.
The Role:
Client Servicing and Administration:
1. Request and chase Letters of Authority and other client information from providers.
2. Complete risk profiling questionnaires and provide results to Financial Planners.
3. Prepare new business packs and client welcome packs.
4. Support the Financial Planning Administrator in processing new business applications, top-ups, and plan increases.
5. Carry out annual client reviews, including preparing valuation reports, letters, and review p...