Job Description
IFA Technical Administrator
South Leics (our ref AL1380) – Office based role
Salary to £30,000 dep on exp + excellent benefits inc parking
My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years’ experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.
The Role:
* Letter of Authority administration and processes.
* Making of appointment packs/General administrative duties where required.
* Valuations.
* Telephoning providers.
* Letter writing/Photocopying
* Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics
* Action fund switches & carry ou...
South Leics (our ref AL1380) – Office based role
Salary to £30,000 dep on exp + excellent benefits inc parking
My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years’ experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.
The Role:
* Letter of Authority administration and processes.
* Making of appointment packs/General administrative duties where required.
* Valuations.
* Telephoning providers.
* Letter writing/Photocopying
* Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics
* Action fund switches & carry ou...
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