IFA Administrator
Nottingham (Our Ref AL1304) Hybrid
Salary benchmark c£25,000 (£21,000 - £28,000 dep on exp) + benefits
My client is an award-winning Nottinghamshire based IFA and they now have an exciting opportunity for an experience IFA Administrator to join their team. The role is full time, Monday to Friday, however, you will work from home on Mondays and Fridays.
About you
We are looking for someone with specific experience and skills.
* Administration experience in a financial planning company for at least two years.
* Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
* Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
* Experience in gathering information for review including valuations, charges and performance and any other specific information required.
* Financial administration qualifications would be advantageous.
* Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
* You just be a good communicator, a team player and able to prioritise your workload.
Job role
* Processing authority letters, and gathering financial data for new clients and annual reviews.
* Preparing application forms and client documentation.
* P...