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PRICE PERSONNEL is looking for employees for positions:
ifa administrator
ifa administrator
Working hours
full-time | Permanent
Responsibility
as an IFA administrator you will be part of experienced Administrators, Financial Advisers and Directors
processing new business applications across the key financial products
submitting transactions and trade requests including fund switches on and off Platform
obtaining illustrations and product literature
obtaining Client Portfolio Valuations
as an IFA Administrator you will be responsible for dealing with a number of administrative tasks and assists independent financial advisers and other established professionals in the finance industry
preparing review packs for client meetings
acting as a key point of contact for clients and Financial Advisers/Directors