Job Details

IFA Administrator

Sector:Financial Services

Region : Greater London

Location: Gerrards Cross

Salary: Salary neg DOE

Job Ref.: CL1012FSAS

Job Information

Established for over 30 years our clients have an enviable reputation. Due to successes require an experienced Pension and Investment administrator to join their team.

Responsibilities:
•Liaising with Clients and providers and building a good working rapport with both
•Administration, technical and sales support to the consultants
•Involved with investment, trusts, mortgages and private client investment administration
•Keeping back office system up to date
•Producing and requesting illustrations,
•Preparing individual client valuations/yearly reviews/ drafting review follow up letters
•Setting up new business/making changes to existing business on online platforms
•Preparing correspondence
•Preparing paperwork for client meetings
•Meeting with clients on occasions to assist with the completion of paperwork
•Product, provider and fund research
Making appointments, diary management
This role is working in a friendly and professional environment. You will be fully supported to achieve professional qualifications - this firm aims for all technical administrators to achieve diploma in regulated financial planning - the job holder will be given study leave with exam fees paid i