Job Description
£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.
- 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
Please contact Tegan at Dynamite recruitment on 02392455422 for more information on the role.