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IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Dorset
Industry:
Reference: 732370
Contact Email: contact@dynamiterecruitment.com
Job Published: June 25, 2020 15:16

Job Description

IFA Administrator
Wimborne
£18,000 - £25,000
Free onsite parking
  
An opportunity has arisen with one of my clients based near Wimborne, looking for a proactive and enthusiastic IFA administrator to join their already established administration team supporting existing Financial Planners and Paraplanners. Looking for someone to join the team that has previous experience within an IFA Practice who will be able to hit the ground running. You will be familiar with a wide variety of financial products and FCA requirements.
  
You will be supporting financial planners and Paraplanners preparing valuations, documentation, processing advisor instruction, updating the back office system, maintaining files and case notes etc. You will be IT literate, polite, confident, and proud of your work, with outstanding communication and interpretation skills via computer and telephone. Accuracy, attention to detail and the ability to follow established processes are key.
  
Professional industry qualifications are desirable, although my client can offer a support package to obtain these, with full training and ongoing support.  
  
Please contact Tegan Sillett at Dynamite Recruitment for more details or apply now!!!!