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IFA Technical Support

Location: NORWICH, NORFOLK, UNITED KINGDOM Salary: 25,000-30,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 3 months ago Reference: X3-310200

My client is currently looking for a Technical IFA Administrator based in Norwich, who will support their Advisers as they look to grow the business.

They are a company dedicated to providing first class client care, and in return for your expertise you can expect to receive a highly competitive salary with the opportunity to work from home.

Brief:

  • You will assist the Financial Advisers in preparing for client meetings through the creation of pre/post-meeting documentations.
  • You will liaise directly with providers.
  • You will create portfolio reports and adjust client portfolios after reviews.
  • You will prepare client annual reviews and follow up meetings.
  • You will prepare and comply financial analysis data.
  • Following client reviews, you will prepare cash flow analysis.
  • You will compile financial planning recommendations and suitability reports.
  • You will complete and submit application forms to providers.
  • Ensuring that all Client requirements are followed through to the appropriate conclusion
  • Assisting the Financial Advisers with Client presentations and any other activities as agreed with the Financial Advisers 
  • Individual workflow and task delivery

Benefits

  • Free on-site parking
  • Study Support
  • Home working available
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