Doynton
We are looking for an experienced IFA Administrator to join a thriving Financial Planning firm based in South Gloucestershire.
This will be an office based role. You will be working alongside the existing team to assist with administration and financial reporting in order to support the businesses successful Financial Advisers.
The right candidate will have experience in an IFA Administration role, you should be confident speaking to client, providers and colleagues and have a keen eye for detail. Knowledge of Microsoft software, as well as Provider/Platform experience would be beneficial.
Duties would involve:
- Assisting in the preparation of annual reviews
- Completion of files to meet compliance standards
- Liaising with providers and clients in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits
- Assisting in the preparation of simple suitability reports
- Processing and submission of new business (online and postal applications) and monitoring applications
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.