1 to 1 of 1 Permanent Finance Jobs in Marlborough

This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the … calls and handling appropriately Corresponding with clients via written and verbal Processing new business Preparing client review packs Arranging client meetings and managing the Financial Advisors diary Maintain accurate client records IFA Administrator Requirements You must have experience as an Administrator within a financial planning firm Experience of using Intelligent … Office and Platforms is desirable An understanding of model portfolios and DFMs is desirable The Company This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on more »