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Senior IFA Administrator

Location: BOURNEMOUTH, DORSET Salary: 25000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3065795
Family run, highly successful IFA practice based within Bournemouth are recruiting for a Senior Administrator/ Paraplanner to work closely alongside the practices 2 advisers. This position is flexible to be part time or full time, due to organic growth the business plans to continue steady growth within the team over the next year.

Ideally you will withhold the Diploma in Financial Planning, all study support will be given to those without. 

- Writing suitability reports for the businesses 2 advisers
- Diary management
- Client support, dealing with queries, updating client database
- Ensuring all written business is compliant within FCA guidelines
- Fact Finds 
- Processing new business

- Hardworking and can do attitude
- Ability to work to strict deadlines
- Positive, friendly working attitude
- Ambitious and driven
- Previous experience within a similar role
- Excellent report writing skills

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