Up to £30,000 per annum + Benefits & 1 day WFH
We're looking for a talented IFA Administrator to work for our client.
They want to recruit someone with demonstrable experience of the financial services industry.
If that's you then you could be exactly what they're looking for.
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The Role:
Reporting to the Investments & Pensions Team Leader and based in the company's Wigston office, as the IFA Administrator you will be primarily responsible for providing support to a high performing team of financial advisors and in conjunction with the paraplanners on various administrative tasks and delivering a professional, compliant service to the firm’s clients.
In the job you'll be tasked with the following:
- To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction
- To carry out various research activities to assist in the advice process with clients.
- To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.
- To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)
- To manage the process of distributing customers’ letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.
- To generate client facing documents in order to complete the advice process.
- To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.
- To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.
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The Candidate:
The ideal candidate for this IFA Administrator role will have relevant experience of the financial services industry.
You'll also need experience of investment & pensions and office administration.
In addition, you'll need the following:
- Excellent written and verbal skills
- Good communication and interpersonal skills
- Excellent attention to detail
The ideal person for the role will be the following:
- Able to work on your own initiative
- Diligent and have an eye for detail
- Articulate and able to communicate on all levels
Does that sound like you? If so, we'd love to see your CV.
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The Package:
Basic salary: Up to £30,000 per annum
Benefits include:
- Company Pension
- Employee Benefits
- Flexible Working
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The Company:
The business you'll be working for is a Wealth Manager.
They're a great company to work for. People join them for many reasons, such as they:
- Offer excellent professional development so ideal for career focussed individuals
- Have a clearly supportive and high performance culture
- Operate in a socially responsible way and are built around supporting community development
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Interested? If you think you're right for this IFA Administrator role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews.
