IFA Administrator

We are currently recruiting for a Financial Planning practice based in North Leigh, Oxfordshire who are looking to recruit an IFA Administrator.

The Role

Ideally they are looking for candidates with a minimum of 2 years’ experience, however we would be open to discussions if you have some relevant experience, along with a desire to build upon your knowledge and expertise within a technical support role.

Responsibilities

 Supporting the Paraplanner(s) in research and analysis to meet Client needs and objectives

 Supporting the Paraplanner(s) in the implementation of new business

 Developing and maintaining internal relationships to help maintain business flow and meet agreed targets

 Contributing to the smooth running of the technical administrative function within the business

 Promoting the profile of the business within the profession and wider communities

 Continuous professional develop...