Technical IFA Administrator/ Report Writer

MB Fitzgerald
15 Feb 2019
13 Mar 2019
Contract Type
Full Time

Our client is a global insurance organisation with offices across the UK, their current requirement is for a Technical IFA Administrator/Report Writer to join the Wealth Management division working out of their Northampton office.

You will be an integral part of the team; your role will be to provide support to the Financial Planners and Senior Paraplanners. On a daily basis you will be required to provide technical administration and research/report writing services to the Financial Planners dealing with both exiting and new clients.

You will be working with the Senior Paraplanners on a daily basis who will provide ongoing training and support. You will also have support from the administrators of the business who will undertake all general administration, this will allow you to focus on more technical duties.

You will be joining a forward thinking organisation with offices across the UK, they will offer excellent progression as well as support to attain the Diploma/Chartered status in Financial Planning.

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