Life and Careers
This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients.
You will be working closely with the Managing Director and a second adviser, supporting about 120 client households. We are looking for someone with 2 years experience in a similar role. You will be supported by a junior administrator and will work alongside a paraplanner.There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued.
Key responsibilities
- Client administration – new business, onboarding, annual reviews and advice
- Processing trades, withdrawals, investment instructions
- Help prepare documents prior to meetings
- Maintain client database and records
- Liaising with clients, providers and platforms
- Supporting the rebalancing of model portfolios following annual reviews
- General office administration duties
The ideal candidate will have:
• Excellent organisational skills
• Good eye for detail and accuracy
• Gets things done – a doer and completes the task well
• Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage
We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm. No specific qualifications are required and the firm will support professional development and fund relevant exams for the right candidate.
To apply for this job please visit www.reed.co.uk.
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