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NJR Recruitment
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Wolverhampton, West Midlands
IFA Administrator
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Job Type: Full-time |
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Salary: £19,000 per annum |
Overview
Financial Planning Administrator Wolverhampton Our Client is a medium sized and well established firm of Independent Financial Planners based in the Wolverhampton area. An excellent opportunity is available for an Administrator to compliment the current support team. Working for a nice location IN Wolverhampton, the client is looking to recruit a candidate who is looking for the next step in their career. Daily duties will be varied and will consist of; Process new business (ISAs, OEICs, SIPPs or offshore bonds) on the standard life wrap, as well as process new business on Cofunds, Fidelity, Prudential, Aviva, Scottish Widow, Friends Life etc. Adding all new business on to intelliflo, keeping the back office system up to date with client details/policy information/withdrawals/investments, create portfolio reports, complete funds switches, supporting the advisors with new quarterly model portfolios, completing the fund research on trust net and uploading the portfolios onto various platforms, uploading factfind and sending out suitability reports. This role would suit someone who is looking to develop a career within financial services. Those who are working towards a certificate in Financial Planning are of high interest, however this is something that our client will fully support. Our Client will consider those from a Provider background, who is keen to progress within Advising. REF: NJR10110