Part Time 3 days a week including 2 from home
Salary, Full Time Equivalent £24,000 - £28,000 p.a.
We are delighted to be working with this small independent Chartered Financial Planner in a position to offer an opportunity for a part time experienced Administrator
The business uses market leading technology combined with the highest level of technical expertise, to set clients on the path to achieving their goals and enjoying lifelong financial wellbeing.
Responsibilities
Prepare for client annual review meetings
Processing letters of authority
Request illustrations on-line through various provider systems
Liaison with providers and third parties
Process switches
Process business from proposal to policy document stage
Prepare portfolio valuations
Provision of generic information to clients
Maintaining files in a compliant manner
Provide support with ad hoc projects and tasks where necessary
About You
At least 2 years’ experience in a similar role within financial planning advice firm
Experience with a range of provider platforms
Excellent inter-personal skills, both written and verbal (with clients and colleagues).
Quality management, to be accurate and have attention to detail.
Comfortable working as part of a very close knit small group
Motivated and able to work independently from home
Detailed knowledge of the FCA’s record keeping requirements
IFA Administrator, Bristol (Part Time) (BW-1880)
Part Time 3 days a week including 2 from home
Salary, Full Time Equivalent £24,000 - £28,000 p.a.
We are delighted to be working with this small independent Chartered Financial Planner in a position to offer an opportunity for a part time experienced Administrator
The business uses market leading technology combined with the highest level of technical expertise, to set clients on the path to achieving their goals and enjoying lifelong financial wellbeing.
Responsibilities
About You
Salary and additional Benefits
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