* Hybrid working
* IFA Administrator
* 25 days Holiday
IFA Administrator, Salary up to £27,000 (Experience dependant)
Doncaster based
Hybrid working
25 Days Holiday
Death in service, Private medical
Exam support and funding
Free on-site parking
We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing Administration support to 2 very successful Advisers. Our Client are open to candidates who may be seeking development into Paraplanning within the next 2 years.
Role Responsibilities:
1. Prepare files for new and existing client reviews, including valuation reports.
2. Process new business applications, withdrawals, drawdown, and fund switches.
3. Ensure compliance of files at all times.
4. Maintain and update client records using our back-office system (Intelligent Office).
5. Gather necessary information on existing plans/arrangements for adviser review.
6. Ensure availability of all required plan information, forms, and illustrations.
7. Structure letters to providers and clients.
8. Schedule client meetings and mana...