Our Nuneaton based award winning client are working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis.
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
*Processing new business applications across the key financial products
*Submitting transaction & trade requests including fund switches on and off platform
*Obtaining illustrations & product literature
*Acquiring client portfolio valuations
*Preparation of annual review packs for client meetings
*Acting as a key point of contact for financial planners & clients
*Liaising with product providers
*Actioning LOAs
*Maintaining an accurate record of the Client’s financial situation
The candidate:
*IFA/ financial planning administration experience (essential)
*Experience of using Curo (desirable)
*Knowledge of provider platforms
*Highly organised
What’s on offer:
*Starting basic salary of up to £30,000 + bonus
*Home working
*Free parking
*25 days holiday
*Full study support inclusive of training courses
*Structured career progression
*DIS