Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join the team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
- To provide support to Paraplanners & Financial Planners
- To be the first point of contact for clients
- To process new business applications across the key financial products
- Ensuring that financial transactions are completed correctly & compliantly
- Preparing for client review meetings
- Acquiring client portfolio valuations
- Liasing with various different product providers
The candidate:
- c2 years + IFA/ financial planning administration experience (essential)
- Studying towards level 4 diploma (desirable)
- Excellent knowledge of provider platforms
What's on offer:
- Starting basic salary of up to c £35,000
- Flexible working & homeworking available
- 25 days holiday
- Full study support inclusive of training courses
- Pension
- DIS X 4
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.