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IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Romsey
Industry:
Reference: 1148510
Contact Email: contact@dynamiterecruitment.com
Job Published: July 13, 2021 10:01

Job Description

Following company success, my client - A well-established small Financial Advice firm based near romsey are recruiting for an experienced IFA Administrator to join their team. This role and company offers support as well as a fantastic positive working environment to progress within. 

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