REED
Somerset St, Bristol, UK
Im pleased to be representing a growing successful IFA client of mine in North Bristol who due to growth seek a Senior IFA Administrator to join their team. If you have either IFA Admin exposure then this could be an ideal opportunity for you. In return a competitive salary and benefit package can be offered plus parking and flexibility to work from home part of the week. Responsible for: • Obtaining the relevant paperwork or applications required to implement the proposed recommendations, including illustrations• For submitting the relevant applications and ensuring that the recommendations and successfully implemented• Working with the Financial Planner to ensure client meetings are arranged as they fall due and preparing valuations and other items required by the Financial Planner for their meeting.• Initial Research & Analysis of Existing Arrangements Knowledge Required:• 1 to 2 years industry experience• Technical knowledge and experience relating to financial...