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IFA Administrator - Wealth Management IFA, Financial Services - Reading, Oxfordshire, United Kingdom, RG1

£22-25k

Our client is a successful established IFA firm and currently looking for a Senior IFA Administrator to join their Reading office

To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales;

Key responsibilities
  • To obtain illustrations, key features and application forms from Platforms & Providers as required.
  • Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
  • To post client documentation to the client or product providers as appropriate.
  • To issue signed letters of authority to providers and obtain standard policy information. Update client policy records on receipt of information on Intelligent Office.

Experience & core skills

  • Experience in an IFA Administration role

Salaries have been left as negotiable but we feel the role is worth £22-25000 plus benefits

for more details please contact Jason at Astral