IFA Administrator

We are currently working with a highly reputable financial planning business with offices in Exeter to recruit for a Senior Financial Planning Administrator to join the business. Due to an existing candidate now leaving the business to go travelling, the firm now requires a professional candidate with experience in the financial planning or wealth management remit to join the business to provide assistance to the highest producing Financial Planner on a one to one basis.

Key tasks and responsibilities within this role will include:

Obtaining details of client holdings

Liaising with clients and third parties

Maintaining records and databases

Preparing letters

Generating investment valuations

Producing compliant illustrations and quotations

Completing forms (both paper-based and electronic)

Preparing review packs for client meetings

Assisting with the implementation of investment advice via electronic platforms

This is an exceptional opportunity to join a highly regarded wealth management business that will offer the opportunity to earn a substantial living.