This is a fantastic opportunity to work for a successful, established IFA firm based in Berkshire as an IFA Administrator.
Competitive basic salary and good benefits.
To provide an efficient administration service for Financial Advisers.
To assist the Advisers in the processing of new business and the servicing of existing clients.
Main duties of this role include:
* Work closely with the Advisors and Paraplanners
* Provide Administrative support
* Maintain client records on internal system
* Process business following process
* Request information from third parties
* Produce client valuations , quotations and illustrations
Support will be given for studying for the level 4 diploma.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.