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IFA Administrator

Location
Sherborne, Dorset
Salary
£18,000 to £25,000
Job Type
Permanent
Posted
8 Sep 2022

IFA Administrator

Location: Sherborne

Salary: £18,000 - £25,000

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.

Responsibilities:

  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
  • Liaise with providers and third parties, to obtain any information that may be needed

Skills:

In order to be considered for this unique opportunity, candidates need to have -

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
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Details

  • Job Reference: 707321800-2
  • Date Posted: 8 September 2022
  • Recruiter: Ortus Psr
    Ortus Psr
  • Location: Sherborne, Dorset
  • Salary: £18,000 to £25,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent