IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Fareham
Reference: 1279919
Contact Email:
Job Published: October 04, 2022 13:26

Job Description

Recruiting on behalf of my client, an successful Independent IFA From in Fareham. We are recruiting for an experienced IFA Administrator to join the administration team. To provide administrative support to Report Writers/
Case Managers.

Duties include:
  • Updating fact finds
  • Sending LOA's to Providers
  • Carrying out administrative tasks relating to the case management process
  • Packaging Suitability Reports
You will be joining a friendly and supportive team. you will be offered full training and support to progress internally. We are looking for someone with existing IFA / Financial planning environment experience. This is an office based position.

For further details please contact Tegan Sillett at Dynamite Recruitment.

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