£23,000 - £25,000
Reed are delighted to be recruiting for an IFA Administrator in Wimborne, this Practice are looking for a proactive and enthusiastic IFA administrator to join their already established administration team supporting existing Financial Planners and Paraplanners, with a route to progress as a full study package can be provided.
- Previous experience within an IFA Practice.
- Familiar with a wide variety of financial products and FCA requirements.
- Supporting financial planners and Paraplanners preparing valuations, documentation, processing advisor instruction, updating the back office system, maintaining files and case notes etc.
- You will be IT literate, polite, confident, and proud of your work, with outstanding communication and interpretation skills via computer and telephone.
- Accuracy, attention to detail and the ability to follow established processes are key.
For more information please contact Donna at Reed