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Job Location | Norwich |
Education | Not Mentioned |
Salary | 20,000 - 25,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
My client is looking for an experienced IFA Administrator to join their established and experienced Advice support team. My clients offices are outside of the city center to the east, they are a close knit group but extremely friendly and supportive withexcellent staff retention, this role has arisen out of a requirement for further adviser support.My client is a long established, busy practice with a reputation for working with both high-net-worth individuals and small and medium enterprises. My client has a strong group of advisers, an Office Manager, who also provides admin support and six administrators,as well as a full time Compliance and Training Manager.This role entails working very closely with specified advisers, processing new business applications, providing client valuations and review letters, as well as the rebalancing of client portfolios after review. You will also liaise with clients and productproviders on existing business.Procedures for both new business and client reviews are well established which enables all members of the team to operate in the same manner.Key Skills
Keyskills :
Business ApplicationsInvestmentLife InsurancePensionsValuations