IFA Administrator
- Recruiter
- Ortus PSR
- Location
- King's Lynn
- Salary
- 20000.00 - 30000.00 GBP Annual
- Posted
- 02 Aug 2022
- Closes
- 22 Aug 2022
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
IFA Administrator
Location: Norfolk
Salary: GBP20,000 - GBP30,000
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Responsibilities:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
- Liaise with providers and third parties, to obtain any information that may be needed
Skills:
In order to be considered for this unique opportunity, candidates need to have -
- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired