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IFA Administrator

Fareham, Hampshire

£20000.00 - £25000.00 per annum

Permanent

We are recruiting for a lovely Trainee Paraplanner / IFA administrator who is looking for a new challenge with a company that growing and expanding year on year and a super rate.

Some of the duties are:

Undertake valuations and valuation summaries.

Package adviser reports.

Complete investment strategy documents and prepare as appropriate advisers suitability letters, LPA work, Wills and Probate work, SIPP reviews and shadow report writing,

Preparation for meetings, assisting the adviser in anticipating a clients needs and requirements.

Clients liaison, providing information where required and meeting general levels of service that we adhere to.

Comparisons and analysis of providers and products.

Prepare recommendations that account for clients circumstances, needs and objectives including tax planning.

For this role you will have a background working in ideally a IFA practice or for a larger network supporting IFAs ! !

We are open on the level of experience and will consider all levels of salary ...

Please apply on the Dynamite Recruitment Website or call Chloe on #########

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

Posted 33 days ago

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