Senior IFA Administrator, Client Adviser Assistant

My client is a leading wealth manager that offer true financial planning advice to a diverse range of clients with a first class reputation within the market. Due to expansion of the team along with internal progression, they require a financial planning administrator to join the team and assist with their increasing volume of clients. You will mainly be providing support to the team of financial planners.

You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)