Job Description
Time Appointments are excited to be working with a well-established Financial Services company with offices across the UK who are looking for an experienced, professional and friendly IFA Administrator to join their expanding team!
Key Responsibilities:
• Handle phone calls, enquiries, and requests efficiently
• Communicate with clients both verbally and in writing
• Process New Business applications
• Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
• Schedule client meetings and manage Advisers’ diaries
• Complete Portfolio Illustration requests
• Provide back-office support
• Ensure all financial planning administration is accurate and compliant with company procedures
• Maintain client records on company systems, ensuring files are well-organised, accurate, and compliant
Key Requirements:
• Previous experience within a Financial Planning firm is essential
• CII Level 3 Qualification in Financia...
Key Responsibilities:
• Handle phone calls, enquiries, and requests efficiently
• Communicate with clients both verbally and in writing
• Process New Business applications
• Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
• Schedule client meetings and manage Advisers’ diaries
• Complete Portfolio Illustration requests
• Provide back-office support
• Ensure all financial planning administration is accurate and compliant with company procedures
• Maintain client records on company systems, ensuring files are well-organised, accurate, and compliant
Key Requirements:
• Previous experience within a Financial Planning firm is essential
• CII Level 3 Qualification in Financia...
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