Job Information

Our Clients based in Kent require a Team leader to work directly for the Directors and Client Advisors and manage a small team of 3 other IFA Administrators.

Purpose of the role:

To ensure all relevant information is added to clients portfolio records

To Provide Investment valuations when required

To ensure all new and existing business administration i.e. switched and transfers are completed

To provide Support administration for all client sales

Production of standard Intelliflo reports

production of reports and fund research reports

Work closely with the Paraplanner and Directors in sales support and Admin management

A full job description will be provided on application