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Technical IFA Administrator

Location: FERNDOWN, DORSET Salary: 20000 - 27000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3110708
Highly successful IFA Practice are recruiting within their Ferndown office for a Technical IFA Administrator/ Paraplanner. This role involves a lot of Technical Administration with a main focus on investments, pensions and tax planning, where you will be supporting the businesses 6 Financial Advisers to ensure a smooth and efficient journey for all clients.

My client is supportive of the Level 4 Diploma in Financial Planning, with progression opportunities within the business. This role could be part time or full time, and flexible working hours on offer.

Day to day duties…
- To deal with telephone / email enquiries in a professional manner
- Create and maintain filing systems and client files.
- Arrange meetings and book appointments for appointed advisers.
- Update and maintain the practices files as and when required
- Submitting new business.
- Compiling Client Reviews
- Liaising with product providers, as and when necessary.
- Assisting advisers in the creation of client financial reports / letters.
- Monitor fee payments from clients.
- Complete application / proposals forms
- Ensure all compliance paperwork is in order within FCA regulations
- Make changes to clients’ investments as instructed
- Implement the chosen investment strategies

Desirable Skills…

- Strong understanding of the Financial Planning process
- Prioritise and plan own workload
- Up to date product knowledge
- Detailed and accurate
- Excellent inter‐personal skills, both written and verbal
- Good report writing skills
- Ability to work independently and in a team

For more information please apply online today or contact 

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