Connecting...

W1siziisimnvbxbpbgvkx3rozw1lx2fzc2v0cy9kew5hbwl0zs1yzwnydwl0bwvudc9qcgcvc2jhbm5lci1kzwzhdwx0lmpwzyjdxq

Senior IFA Administrator / Junior Paraplanner

Job Title: Senior IFA Administrator / Junior Paraplanner
Contract Type: Permanent
Location: East Sussex
Industry:
Reference: 1005616
Contact Email: contact@dynamiterecruitment.com
Job Published: January 06, 2021 19:15

Job Description

Senior IFA Administrator / Junior Paraplanner
£25,000 - £32,000
Hove, East Sussex
  
My client a well-established, reputable, and successful directly authorised IFA Practice in Hove, East Sussex. I am looking for someone that is experience as an IFA administrator and looking to progress into a Paraplanning position. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.
Duties include:
  • Supporting advisors managing their pipeline and portfolio of existing business
  • Prepare client reports
  • Prepare files for compliance checking
  • Submit new business
  • Prepare client reports
  • Manage client reviews and prepare client valuations
  • Liaise with both internal and external contacts and clients both, verbally and via email.
The ideal candidate will be
  • Experienced as a IFA administrator
  • You will have excellent communication and organisational skills
  • You will be passionate about your work
  • Knowledge of Intelligent Office system would be a bonus!
  • Computer literate
If you are looking for a brilliant working environment working amongst a fantastic team that support your career growth this role is for you!
  
Please contact Tegan at Dynamite recruitment on 02392455422 for more information on the role.

Get similar jobs like these by email

By submitting your details you agree to our T&C's