IFA Administrator

Reed Insurance
02 Feb 2017
02 Mar 2017
Contract Type
Full Time
A client of mine located in Winchester is seeking a IFA Administrator to join their team, they are looking to pay upto £27,000. Ideally you will be working towards your Level 4 Diploma in Financial Planning, or have already completed.

Fantastic opportunity for a individual to progress within their Paraplanning career, training opportunities and support within Financial qualifications available.

- Providing a high level of support to the advisers and maintaining relationships with the technical support team
- Updating the back office system
- Preperation of new business submissions
- Diary managment for the advisers
- Portfolio valuation reports for clients
- Screening telephone calls, enquiries and requests
- Producing confidential internal and external documents for clients

The ideal candidates will have been providing a high level of Administrative support to IFA's within a practice environment, also picking up on Paraplanning duties, Such as a Trainee Paraplanner position. Previous knowledge and experience in using provider online systems (platforms)

Hard working and motivated with a positive attitude and aspirations for a career within Financial Services.

For more information please apply online today!! or contact chez.rudiak@reedglobal.com 

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