IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Fareham
Reference: 1111609
Contact Email:
Job Published: April 08, 2021 17:16

Job Description

Following internal progression, my client - A well-established Financial Advice firm based in Fareham are recruiting for an experienced IFA Administrator to join their team. This role and company offers genuine progression and support as well as a fantastic positive working environment to progress within. The current person in this role is now on route to progress into a Paraplanner position within the company.
Duties include:
  1. Prepare for client meetings, new business, and client review packs.
  2. Assist with client portfolio valuation statements.
  3. Liaise with product providers, Advisors, Clients & 3rd party companies
  4. New business and post-completion administration.
  5. Compiling reports, sending & chasing application forms and booking client appointments.
  6. Keep the back-office system up to date and administer client tasks.
  7. Send off LOA’s and RFI to Providers.
  8. Management of the Advisors diaries.
For further details and to apply please contact Tegan at Dynamite Recruitment 02392455422

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