Financial Planning IFA Administrator
Recruitment Rebellion
- Borehamwood, Hertfordshire
- £25,000-35,000 per year
- Permanent
- Full-time
- Supporting and working closely with the financial planners and other team members.
- Managing client documentation and recommendation reports.
- Liaising with product providers and key partners.
- Monitoring workflow to ensure all steps complete.
- Manage and maintain client data within the back office system.
- Prepare accurate and timely documentation for client meetings.
- Operate as prime point of contact for potential and existing client base.
- At least one years financial planning administration experience.
- A proactive attitude and a willingness to learn.
- Highly organised.
- Passionate about attention to detail.
- Enjoy dealing with people from all walks of life.