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My client are a small but very successfully IFA in the heart of Chippenham, With an excellent reputation and word of mouth success they seek a new member to their dedicated team due to business growth.
The opportunity is an IFA Admin support or  Paraplanner and would work within a team of 3 others who support the main business owner/ adviser.
-General Administrationo Updating valuationso Updating client fileso Organising client files- Calculating growth of portfolios for the adviser- Writing individual letters to clients- Helping to maintain the office diary- Mail merges- Keeping the team updated on emails and client requests- Maintaining and understanding the outstanding actioned required for client processes- Chasing providers- Dealing with LOAs- Opening and sorting post- Processing applications- Answering the office phone- Processing new and existing clientsÂ
Ideal Candidate- Will have IFA Admin support experience
- Paraplanning exposure would be advantageous- Understand what ISA, pensions and bonds are- Knows how to communicate effectively with people of all different levels- Be organised- Quick learner and self-starter- Proficient in Word and Excel- Work well in a small team- Keen to expand knowledge
In return you will be working for a dynamic Financial adviser and business owner who will guarantee to offer a competitive salary and bonus incentive to encourage quality output and efforts.
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