Job Description
IFA Administrator-FTC\n\n£32k-£38k\n\nASAP Start- 6 months FTC\n\nFinancial Services\n\nBank Station\n\nHybrid-9am-5pm\n\nA well established and leading Wealth Management firm require an IFA Administrator to join their busy Wealth Planning team to provide support to the Administration Manager, Planners and Paraplanners. \n\nThe role:\n\n2 years' experience within a similar role essential\nProcessing new business for clients including ISAs, Pensions, LOAs\nMonitoring clients ISA subscriptions\nCreating annual client reports\nWorking closely with Advisers and Paraplanners to gather information\nContacting clients and providers to obtain any missing/required information\nInputting data and updating and maintaining client records\nIssuing and following up on information requests to pension providers and life/investment companies in writing and via telephone\nLiaising with clients on the telephone, via email and if required, attending client meetings\nManaging the ongoing client review process for the Wealth Planners\nMaintaining databases including supervisor access, fund updates, template creationThe ideal candidate will have:\n\nExcellent attention to detail\nKnowledge of ISA's, LOAs and pensions\nEnjoy working in a fast paced environment\nThe ability to apply critical thinking and use initiative\nExcellent organisational skills and ability to prioritise workload\nConfident when speaking to clients and colleagues\nStrong numerical literacy, and excellent verbal and written communication skills\nProficient using MS office Suite- Word, Excel and PowerPoint\nPrevious experience of Voyant, Finametrica and Intelliflo would be advantageous If you are an immediately available Administrator looking for your next assignment please send your CV forward as this is an ASAP start!\n\nHuntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.\n\nWe practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
\n\nPLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK