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Client:
Page Personnel
Location:
Ellesmere Port, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
8c546012ba3e
Job Views:
11
Posted:
26.04.2025
Expiry Date:
10.06.2025
Job Description:
* Senior IFA Administrator
About Our Client
This is a well-established, growing firm near Ellesmere Port, managing over £150m in assets, with good motorway and public transport links. They are expanding their advisory team and are recruiting a Senior IFA Administrator to support advisers and contribute to the firm's growth.
Job Description
As Senior IFA Administrator, your responsibilities will include:
* Preparing client portfolio valuations, producing illustrations, and processing new business
* Arranging meetings with clients for advisers
* Handling client requests and queries
* Preparing letters of authority
* Managing pension transfers, withdrawals, etc.
* Preparing suitability reports for adviser approval in line with company policy
* Assisting with basic research for advisers
* Sending reports and investment information to clients
* Accurately submitting data into the system for clients
* Ensuring work is completed within specified timelines
The Successful Applicant
The ideal candidate should have:
* Previous experience in an IFA or financial planning firm
* Experience with processing new business, client valuations, and transfers/withdrawals is advantageous
* Strong attention to detail
* Good knowledge of Microsoft applications and platforms such as Quilter, AJ Bell, etc.
* Up-to-date knowledge of FCA legislation
What's on Offer
Salary range: £30,000-£35,000 depending on experience
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