|Location: BURY, LANCASHIRE||Salary: 26000.00 - 33000.00 GBP Per Annum|
|Sector: Insurance||Job Type: Permanent|
|Shift Type: N/A||Applications: N/A|
|Posted: 6 months ago||Reference: 3074834|
This organisation is a focused business who strive to provide the best possible professional financial advice to all of their clients. They are looking for a hardworking IFA Administrator or Paraplanner to join their team.
Salary: Negotiable dependant on experience.
• Providing high quality administration and analytical support to clients and Financial Planners.
• Liaising with Paul and clients over various matters.
• Weekly meetings with Paul to go through his diary and be aware of the oncoming working week.
• Preparing, Processing and submitting new business, including preparation of documents for client meetings /compliance and audit purposes and to provide to our network, Replacement product questionnaires (using templates)
• Working with an administrator to streamline application packs, new business packs etc...
• Facilitating income drawdown, tax free cash, income and phased retirement payment from various platforms.
• Answering the phone on queries to clients and platform providers - shared task amongst the admin office
• Updating and maintaining our back-office database
• Writing suitability reports for new business, existing client business, including ad hoc letters (using templates where available)
An Ideal Candidate will have:
• Proven experience working in an IFA Administrator role or Paraplanner role.
• Good communication and interpersonal skills.
• Good organisational skills and a professional attitude.
• Understanding of industry regulations.
If this sounds of interest, please contact Rebecca Hunt on 0161 833 2033 or by email on Rebecca.Hunt@reedglobal.com as soon as possible to be sure to not miss out on this opportunity.
30000 - 42000.00 GBP Per Annum
CITY OF LONDON, LONDONRead more
30000.00 - 40000.00 GBP Per Annum
ABERDEEN AIRPORT, ABERDEENSHIRERead more
38000.00 - 40000.00 GBP Per Annum
EDINBURGH, MIDLOTHIANRead more
30000 - 35000 GBP Per Annum
LICHFIELD, STAFFORDSHIRERead more
25000 - 35000 GBP Per Annum
BURY ST. EDMUNDS, SUFFOLKRead more