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Form of work
Salary IFA ADMINISTRATOR
Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.
Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position.
Salary c. 25-32K depending on experience plus benefits which include being part of an Employee Ownership Trust and quarterly incentives
Key responsibilities for the IFA Administrator include,
- Input client details onto an in-house system
- New business administration
- Liaise with clients for new business information, Terms of Business, tax returns
- File checking for completeness
- Liaise with product providers (e.g., for valuations, trusts, product terms)
- Help advisers with meeting preparation, new client packs, agendas etc.
- Supporting the Investment Proposition as necessary
- Involvement in wider company projects as appropriate
The ideal IFA Administrator will need,
- A background in Financial Services/Paraplanning preferred or a desire to enter the IFA industry
- Ensure all client files are compliant on an ongoing basis
- Respond to client contact and requests quickly and correctly
- Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
- Strong organisational and time management skills
- Excellent attention to detail and accuracy
- Have a supportive and collaborative approach
Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position.
