Loading ...
Loading ...
IFA Sales Support Administrator
View: 104
Update day: 11-06-2024
Location: Trowbridge South West
Category: Sales
Industry: Staffing Recruiting
Position: Entry level
Job type: Full-time
Loading ...
Job content
We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team in Trowbridge. The business has a fantastic reputation and multiple offices across the South West of England. They are looking for an experienced Administrator who can provide support to the firms Paraplanners, Financial Advisers and the overall business.Key Tasks And Responsibilities Within This Role Will Include
- Working closely with the firms Financial Advisers & Paraplanners
- Speak with clients on a regular basis to provide updates and help with any questions/queries
- Liaise with third parties
- Obtaining details of client holdings
- Maintaining records and databases
- Preparing letters
- Generating investment valuations
- Producing compliant illustrations and quotations
- Preparing review packs for client meetings
- Assisting with the implementation of investment advice via electronic platforms
Loading ...
Loading ...
Deadline: 26-07-2024
Click to apply for free candidate
Report job
Loading ...
Loading ...
SIMILAR JOBS
-
⏰ 23-06-2024🌏 Bristol, South West
-
⏰ 29-06-2024🌏 Minehead, South West
-
⏰ 27-06-2024🌏 Dorchester, South West
-
💸 £30,000/yr - £40,000/yr⏰ 30-06-2024🌏 Andover, South West
Loading ...
-
⏰ 21-06-2024🌏 Dorchester, South West
-
💸 £110/hr - £130/hr⏰ 20-06-2024🌏 Poole, South West
-
⏰ 07-07-2024🌏 Blandford, South West
-
⏰ 01-07-2024🌏 Andover, South West
Loading ...
-
⏰ 27-06-2024🌏 Bath, South West
-
⏰ 26-06-2024🌏 Trowbridge, South West