Plum Personnel
Worcester, UK
IFA Administrator - Full Time 08.30 5.00 (Part time hours also considered and hybrid working - 1 day from home) Location: WORCESTER (10 mins walk from Foregate station) £28,500 - £32,750 neg, dependent on experience ( + Free parking ) My client is a very experienced Independent Financial Advisor who is seeking an experienced IFA Administrator to join their brand new Wealth Management practice. We are seeking someone with a flexible and positive disposition who has previous experience of supporting an Independent Financial Advisor. As an IFA Administrator you will be: Coordinating planner diaries and client meetings Preparing comprehensive meeting documentation Processing new business applications and liaising with providers Producing illustrations, valuations and transfer documentation Maintaining accurate records across back-office systems Proactive client communication to progress cases efficiently Carrying out hospitality duties-creating the perfect...
