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IFA Administrator

D&R Partners Recruitment Limited
Job LocationBeverley
EducationNot Mentioned
Salary£25,000 - £30,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A highly respected and successful Regional Independent Financial Planning Firm requires a self-motivated, commercially minded Financial Services Administrator or Paraplanner with a can-do attitude.Working as part of an administrative team you will play an active role in supporting both the paraplanners and financial advisers. With excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business, being someone who is driven and highly organised with a good attention to detail. You will assist in the processing of new business, writing reports, the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure.General Responsibilities

  • Writing Reports - Essential
  • Composing Letters of Authorities and chasing providers for the relevant policy information
  • Typing Fact finds and inputting client information and attaching documents to IO
  • Scanning and printing of documentation
  • Preparing and binding reports with all relevant documentation for client meetings
  • Assisting staff with their administration needs as and when required
  • Assisting with incoming and outgoing post
  • Sending applications to providers
  • Providing admin support for local marketing initiatives
  • Ensure all dealings with clients are carried out in a professional and courteous manner
  • Ensure all supporting documentation is maintained as per company procedures
  • Maintain all standards of performance as required by the firm
  • Generally providing admin support to all advisers as and when needed
    • Relevant Skills and Knowledge
  • The requisite knowledge for the role being undertaken including ability to use technology as needed
  • Be working to or maintain a basic technical knowledge
  • Knowledge and understanding of the firm’s record keeping requirements
  • Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
    • In return, as an experienced Administrator you will receive a very competitive base salary alongside a very generous benefits package. On-going support alongside exam support is available which will ultimately help you to progress within the organisation and with your personal career development Required skills
  • Paraplanning
  • Report Writing
  • Client Administration
  • Administrator
  • Paraplanner

    • Keyskills :
    Paraplanning Rept Writing Client Administration Administrat Paraplanner

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