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Ifa Administrator

Location: HAVANT, HAMPSHIRE, UNITED KINGDOM Salary: 20,000-25,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Business Support Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: about 1 month ago Reference: X3-442889

Financial Planning Administrator

Reed are currently recruiting for a Financial Planning administrator who is passionate about the service clients receive. We are looking for someone who is a team player, fine eye for detail and wanting to join a fun friendly and professional team.
Your main role within the team will be to implement the investment recommendations made by the Financial Planner. This will involve reviewing a client’s investment portfolio and actioning the advice in the most tax efficient and timely manner.
As you will be dealing with investment in a daily basis, we are looking for someone who is a logical thinker, who enjoys numbers and problem solving.

About you:
• Excellent attention to detail.
• Friendly communication skills.
• A desire to show initiative as well as knowing when to ask for help.
• Strong numeracy and literacy skills.
• A good team player.
• Previous experience of working within an IFA

In return:
• Competitive salary
• Study support
• Holiday
• Free parking
• Pension

For more information, please contact Donna at REED.

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