***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.