Ashley Rees Associates are currently working with an expanding firm of Financial Planners. Due to growth an exciting opportunity is now available for an IFA Administrator based in Chester to join their team,
The successful candidate will be responsible for providing technical support which is to include:
Report writing / preparing client financial planning reports
Ensure records are maintained and kept up to date
New business application processing
Preparing client files and reviews
Managing online platform with attention to detail
The successful candidate will ideally come from a financial services background with a solid knowledge of financial products, including pensions, GIAs, ISAs, and investment bonds.
Our client is looking for an enthusiastic, self-motivated individual, who can work as part of a team and have a flexible approach
