Part-time IFA Administrator
Job Type: Part-time, Permanent (20 hours per week)
Location: Newry, Northen Ireland
Salary: £23K-£24K pro rata
About the role:
We are currently looking for an IFA Administrator to join one of our well-established and highly regarded financial advisory firm based in Newry, Northern Ireland.
This is a part-time position offering around 20 hours per week, with flexibility. The role is hybrid, requiring a combination of home working and office attendance. In this role, you will be responsible for providing comprehensive administrative support to financial advisors, preparing and managing client documentation and ensuring accuracy and compliance.
The ideal candidate will have considerable experience within administrative support. Financial industry background is not essential, but would be beneficial.
Responsibilities:
* Support Financial Advisors with their workloads, including using lender portals to obtain mortgage approvals
* Prepare new client packs, request customer documents to support applications and cases and client meetings
* Follow up with clients, assisting them in preparing a complete set of documents
* Carrying out research required to ensure full support towards the advice being given for probate, will writing, Trusts, LPA’s, Mortgages and Protection
* Serve as the first point of contact for admin tasks
* Conduct review checks on each case before submission and liais...