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Vacancy Title: IFA Administrator - Part Time / Flexi Hours / Hybrid
Contract Type: Permanent
Location: Christchurch
Industry:
REF: 13167750
Contact Name: Tegan Sillett
Contact Email: contact@dynamiterecruitment.com
Vacancy Published: 12 days ago

Vacancy Description

Recruiting for an Financial Planning Administrator on behalf of my client; a successful Chartered Independent Financial Planning company.

A relationship-based company, whose work ethos is built around building long-term relationships and providing an exceptional level of client service. You will be part of a welcoming and supportive team, within smart modern offices. Who offer a fantastic package. This role is open to full time (hybrid) or part time candidates with IFA experience.
  
You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.
  
Duties include:
  
  • Dealing with client or provider queries promptly, via telephone and email
  • Distribution of letters of authority and collating policy information from providers
  • Fund performance analysis via FE Analytics
  • Processing ad hoc withdrawals
  • Maintenance of client regular income, including cash balances
  • Setting up and amendments of regular client contributions
  • General administration and servicing
  • Production of illustrations for protection and annuities
This role offers the luxury of hybrid working, part or full time eoption and the choice of flexi hours! 
With your package you will be enrolled into private medical insurance, pension, hybrid working, flexi start/ finish time. Salary between £23,000 - £26,500 DOE

For more details please contact Tegan Sillett at Dynamite Recruitment