IFA Administrator

Appointed ltd

Posted 7 hours ago, valid for 7 days

Poole, Dorset BH15 3TE, England

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

A chartered wealth management practice in Poole is seeking an IFA Administrator to support Financial Planners and Paraplanners with administrative duties.
Candidates should have previous IFA administration experience and a good understanding of the Financial Planning process, along with strong communication skills for interacting with high-net-worth clients.
Experience with XPlan is advantageous for applicants.
The position offers a salary of up to £32,000, along with benefits such as a 3% pension contribution, 25 days of holiday plus bank holidays, study support, flexible working hours, and free parking.
Candidates are expected to have relevant experience in IFA administration, although the specific number of years required is not mentioned.

Chartered wealth management practice based in the heart of Poole are recruiting for a IFA Administrator to join their team to carry out all administration duties to fully support Financial Planners and Paraplanners.

Ideal candidates will have previous IFA administration experience and therefore have a understanding of the Financial Planning process, you will be confident in communicating with HNW via telephone and email. Experience of working on XPlan would be advantageous.

In return you will receive a salary of upto £32,000, 3% pension contribution, 25 days holiday + BH, study support with genuine career opportunities, flexi start times, early finish on a Friday, free parking and eyecare.

Daily duties...

• Obtain valuations, information and product details for analysis

• Liaise with product providers and other third parties

• Process new business, withdrawals, fund switches and follow through to completion, working closely with the Paraplanner

• Deal effectively with queries from clients and other parties

• Book in annual review meetings with clients and manage a Financial Planner’s diary

• Make up and maintain compliant files

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