IFA Administrator – 4 days a week – flexi hours- school hours acceptable
Must have experience within a financial services industry.
An award- winning Financial Planning firm based in Kingston upon Thames are looking for a part time (4 days a week) IFA Administrator.
The Administrator will work closely with the Financial Planners and Client Service Team in analysing clients’ existing arrangements, researching potential solutions, using cashflow modelling and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client, and for the client to proceed with those recommendations if agreed.
Key aspects of the Role
Education & Experience
Required Software & Systems
Other Systems Used