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Ifa Administrator

Location: WIMBORNE, DORSET, UNITED KINGDOM Salary: 23,000-28,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 3
Posted: about 1 month ago Reference: X3-356695

IFA Administrator
Wimborne
£23,000 - £25,000

Reed are delighted to be recruiting for an IFA Administrator in Wimborne, this Practice are looking for a proactive and enthusiastic IFA administrator to join their already established administration team supporting existing Financial Planners and Paraplanners, with a route to progress as a full study package can be provided.

  • Previous experience within an IFA Practice.
  • Familiar with a wide variety of financial products and FCA requirements.
  • Supporting financial planners and Paraplanners preparing valuations, documentation, processing advisor instruction, updating the back office system, maintaining files and case notes etc.
  • You will be IT literate, polite, confident, and proud of your work, with outstanding communication and interpretation skills via computer and telephone.
  • Accuracy, attention to detail and the ability to follow established processes are key.

For more information please contact Donna at Reed

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