Senior IFA Administrator

Reed Insurance
20000.00 GBP Annual
07 Sep 2017
05 Oct 2017
Job Type
Contract Type
My client is a Chartered Firm in Longbridge have been established since the early 90s and specialise in providing advice across a wide range of products including Pensions, Investments, Mortgages and Protection.

They are currently seeking an experienced Client Support professional to support one of the Chartered Financial Planners. You will be working very closely, providing annual client valuations, processing new business, arranging appointments, being the point of contact for HNW individuals, producing quotes via provider platforms and taking part in adhoc research and analysis of structured products & suitability reports.

The right person will be an experienced administrator with experience of managing client bank, preparing documents for client review meetings, writing review meeting outputs as well as preparing cases for submission to paraplanner for pension/investments.

In return, the right person will be offered a salary of between GBP20-30k dependent on experience and qualifications, company Pension, flexible working hours and financial support with exams.

Reed Specialist Recruitment Limited is an employment agency and employment business