Connecting...

W1siziisimnvbxbpbgvkx3rozw1lx2fzc2v0cy9kew5hbwl0zs1yzwnydwl0bwvudc9qcgcvc2jhbm5lci1kzwzhdwx0lmpwzyjdxq

Vacancy Title: Senior IFA Administrator / Junior Paraplanner
Contract Type: Permanent
Location: East Sussex
Industry:
REF: 1005616
Contact Email: contact@dynamiterecruitment.com
Vacancy Published: 20 days ago

Vacancy 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.