Senior Ifa Support Admin / Pa

This is a complete " stand out " opportunity !

Our client requires an experienced IFA Administrator/PA to provide support to a small team of IFAs .

This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.

Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.

KEY RESPONSIBILITIES & ACCOUNTABILITIES

• New business processing and submission to Business quality, submitting onto external and internal systems
• Regular use of Platforms.
• Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
• Liaison with a variety of product providers and use of their online systems to gather valuations etc
• Working with back-office system to maintain client records, process annual reviews reports and new business processing
• Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
• General Administration and client servicing support as needed

The role offers an extremely good basic salary and supporting benefits with genuine opportunity for a long term career.

Please apply in confidence.