Job Description
I am looking for an experienced administrator with at least two years of experience within a IFA or wealth management to sit within the Paraplanning team. If you have started exams that’s great, nut not an issue if not as my client are willing to support all qualifications
Duties include:
- Completing annual reviews
- Checking ceding information
- Completing cash flow analysis
- Contacting third parties for policy information
- Working with and supporting advisers, paraplanners and client servicing
For further details on this role please contact Tegan Sillett at Dynamite Recruitment on 02392455422