IFA Administrator

Recruiter
MB Fitzgerald
Location
The Vale of Glamorgan (Bro Morgannwg)
Salary
£18,000 per annum
Posted
10 Oct 2017
Closes
07 Nov 2017
Contract Type
Permanent
Hours
Full Time

We are currently working with a highly reputable financial planning business with offices Bridgend to recruit a IFA Administrator.

The firm now requires a professional candidate with experience in the financial planning or wealth management remit to join the business to provide assistance to a Senior Financial Planner.

Responsibilities

  • Obtaining details of client holdings
  • Liaising with clients and third parties
  • Maintaining records and databases
  • Preparing letters
  • Generating investment valuations
  • Producing compliant illustrations and quotations
  • Completing forms (both paper-based and electronic)
  • Preparing review packs for client meetings
  • Assisting with the implementation of investment advice via electronic platforms

Benefits

  • This is an exceptional opportunity to join a highly regarded wealth management business that will offer the opportunity to develop your skills and career in the market.