Address
Form of workDuties include:
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Writing client annual review letters, fund switch letters & other compliance letters
- Preparing client files for meetings
- Responding to client enquiries, liaising with third parties
- Liaising with Administrators and Paraplanners
- Drafting and proof-reading documents, including client correspondence, illustrations etc
- ISA Top ups
- Capital Gains tax calculations
- 2 years experience within an IFA
- Experience with ISA Top ups, Fund Switches, Capital Gains tax calculations
Relevant exam support
Salary between £27,000 - £36,000 DOE
Benefits package
