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Senior IFA Administrator

Posted 22 days ago

  • Sheffield, South Yorkshire
  • Any
  • External
  • Expired - 2 months ago
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters
Job Title: Senior Administrator
Location: Sheffield
Benefits: Competitive salary, Pension, Holiday and Parking
Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience)
About the Company:
We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management practice.
You should have good Financial Servicesknowledge and IFA Administrator experience.
What Your Day to Day Duties Will Include as a Senior Administrator:
Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers.
Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients.
Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a...
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