As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
IFA Support Vacancy - £29,000 to £31,000 - Bury - (Opportunity to become a Financial Adviser)
An award winning Independent Financial Advisers in Bury are seeking a new IFA Support to assist the team in providing administrative support to their advisers.
As a company they have just as much of a commitment to the community as they do their employees.
In this role, you will play a vital part in supporting the financial advisers and ensuring the smooth operations of client's portfolios.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced and self-motivated Investment Administrator who is detail-focused to join their investment team.
On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.