Senior IFA Administrator

Job Title: Senior IFA Administrator
Contract Type: Permanent
Location: Southampton
Reference: 1116407
Contact Name: Tegan
Contact Email:
Job Published: April 14, 2021 10:01

Job Description

I am currently recruiting for an experienced Senior IFA Administrator / Trainee Paraplanner to join an experienced, talented, and driven team, become part of an award winning, tight, and dynamic team that drive success and customer experience as a priority. Join a company that offers a family feel working environment that offer genuine progression that wants you to succeed.
  • Respond to Clients queries and ongoing business support
  • Create Financial Reports & Submit Financial business on behalf of the Advisors
  • Create Estate Planning recommendations on behalf of Advisors
  • Deal directly with all Client calls and emails, updating clients on case progress.
  • Chase through business & outstanding opportunities.
  • Produce financial & legal paperwork relevant to the Client Case.
  • Produce Client recommendation Reports based on Advisors instructions.
  • Prepare files for meetings for clients & Advisors
You will ideally have experience in either the Financial services or Legal sectors, experience with Wills, Trusts & Estate planning. Ideally you will have either at least entry level Paraplanning or Financial Advice qualifications, or entry level Wills, Trusts & Estate Planning preparation qualifications.
To apply for this role or for any further details please contact Tegan Sillett on 02392455422