Employer: Cranleigh Personnel
Salary: £25,000 – £30,000 per annum
Date Added: 24/11/2023
Technical IFA Administrator
Based Bradford on Avon
Salary £25,000-£30,000
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration role and who is looking to gain more technical experience.
There are 14 staff within the company based in beautiful refurbished offices and they offer a structured career development and exam plan based around your goals.
Role Responsibilties:
- Producing pre-sale product illustrations and charge summaries to support the Paraplanner
- Producing and preparing initial signup paperwork for new clients
- Processing new business cheques and transfers on the wrap platform in line with the advisor’s recommendation, nursing this through to completion
- Processing buy, sell, switch and rebalance instructionsas required
- Processing client withdrawal and income requests
- Telephoning product providers with client queries or to obtain policy information
- Preparation of investment update reports for client meetings
- Ensuring all written correspondence to clients is accurate
This is a fantastic opportunity for any IFA administrator who loves the more technical aspects of the role and who is comfortable with numbers and with superb attention to detail.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
Application Deadline: 05/01/2024
Contract Type: Permanent
Submitted Applications: 0
