My client is a well established Financial Planning IFA looking to recruit an IFA Administrator in Gloucestershire , a competitive salary with good benefits.
Your role will be to provide administrative and compliance assistance to consultants, including research, reports, client liaison and correspondence.
You will be required to
New business processing
Prepare Valuations, quotations and illustrations
Preparation of client interview packs
Work alongside the consultants to give them the best possible administration support.
Produce draft recommendation reports to the highest possible standards
To ensure all communications with clients, including correspondence, meetings and telephone calls, are dealt with within the service standards
Adhere to company internal processing and administration procedures
Keep systems and compliance up to date
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