FOURSQUARE FINANCIAL MANAGEMENT Salary
27-29 GORDON STREET BELFAST BT1 2LG NORTHERN IRELAND
TIN: NI678253
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Earnings on positions in FOURSQUARE FINANCIAL MANAGEMENT
FOURSQUARE FINANCIAL MANAGEMENT is looking for employees for positions:
ifa administrator
Working hours
- full-time | Permanent
Requirements
- must have previous experience within an IFA or Wealth Management company
- must have knowledge of Pension and Investment rules and solutions
- estate Planning knowledge, with a good working knowledge of IHT rules and calculations
- experience of using fund analysis systems such as FE Analytics
- proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels
- able to constructively challenge and drive outcomes
- excellent written and verbal communication skills
- relevant: 2 years
Responsibility
- servicing client meetings, preparation of all relevant reports and forms
- ensuring all documents are uploaded and communications are recorded on the appropriate systems within network timescales
- keeping the firm's administrative records up to date