Senior IFA Administrator

Recruiter
Reed Insurance
Location
Longbridge, Birmingham
Salary
20000.0000
Posted
10 Jun 2017
Closes
10 Jul 2017
Contract Type
Permanent
Hours
Full Time
My client is a Chartered Firm in Longbridge have been established since the early 90s and specialise in providing advice across a wide range of products including Pensions, Investments, Mortgages and Protection.

They are currently seeking an experienced Client Support professional to support one of the Chartered Financial Planners. You will be working very closely, providing annual client valuations, processing new business, arranging appointments, being the point of contact for HNW individuals, producing quotes via provider platforms and taking part in adhoc research and analysis of structured products & suitability reports.

The right person will be  an experienced administrator with experience of managing client bank, preparing documents for client review meetings, writing review meeting outputs as well as preparing cases for submission to paraplanner for pension/investments.

In return, the right person will be offered a salary of between £20-30k dependent on experience and qualifications, company Pension, flexible working hours and financial support with exams.

Reed Specialist Recruitment Limited is an employment agency and employment business