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Ifa Administrator

Location: HAYWARDS HEATH, WEST SUSSEX, UNITED KINGDOM Salary: 20,000.00-27,000.00 GBP Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: X3-31006

My Client…

Smaller scale Independent Financial Advisers based in between Haywards Heath and Crawley are recruiting for an IFA Adviser Support on a full time basis. My client provides expert financial advice on Pensions, Investments, Life Assurance and Corporate Services.

The Duties…

Supporting Financial Advisers with approximately platform clients

Produce client valuations and drafting client reports/recommendations

New business processing, chasing and compliance

Maintaining client database

Arrange client meetings for the advisers

Working product knowledge and dealings with 20 plus various investment/pension/protection companies

The Skills…

Experience using Adviser Office (IRESS) desired

Platforms experience is vital- desired experience within Standard Life Wrap, Quilter, AVIVA Wrap

Previous experience within a financial services administrative positon

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