Address
Form of work
SalaryIFA Administrator
Northampton, NN4
Permanent
Monday to Friday, 37.5 hours flexi time
Salary: 27,000 - 32,000
Do you have previous experience of working within a Financial Advisory office?
Are you wishing to study CII and progress in your career?
If so, we would LOVE to hear from you TODAY!
Working for this financial services client, you will be providing support to a financial advisor and receive full system and process training. This will suit a strong IFA administrator who is highly organised with excellent attention to detail.
Key duties and responsibilities of the IFA Administrator:
- To support Advisors with their administration for clients
- Prepare Client portfolio reviews
- Produce Illustrations
- Drafting suitability letters
- Producing documentation for both clients and providers
- Updating clients where necessary
- Upload contract notes and updating client database
- Provide assistance that the FA may require
Key experience and skills required:
- Ideally have previous experience of working for an IFA and have a CII qualification
- Good IT proficiency including MS Office.
- Numbers-orientated with excellent attention to detail and accuracy.
- Strong organisation, time-management, and discipline.
- Enthusiastic, tenacious, and driven.
Impact Recruitment Services are acting as an employment agency on behalf of our client. Please note, due to the high volumes of applications we receive daily, should you not be contacted within 72 hours, your application is unsuccessful. Thank you.
All responses will be managed in line with the new GDPR regulations.
