IFA Administrator
About Our Client
This IFA business has been established for nearly 20 years, with a strong staff count and an ever-growing team. They were formed with several clear goals and continue to build their name in the market for being straightforward financial advisers. This business has a great culture and really nurtures their staff, allowing people to carve out their own careers.
Job Description
As IFA Administrator, you will be responsible for:
* Preparing portfolio valuations, producing illustrations, and processing new business
* Arranging meetings with clients for the advisers
* Handling clients' requests and queries
* Preparing suitability reports for the approval of the Financial Adviser in line with company policy
* Sending reports and investment information to clients
* Accurately submitting data on the system for clients
* Ensuring work is completed within specified timelines.
The Successful Applicant
The successful applicant for this role must have the following skills and experience:
* Previous experience working in an IFA or financial planning firm
* Experience in report writing, valuations, and appraisals would be ideal
* Strong administration skill set
* Great communication skills
* Good working knowledge of Microsoft applications
* Up to date with current FCA legislation would be ideal
What's on Offer
As IFA Administrator, you will receive:
* £25,000-30,000 salary
* 25 days holiday
* Study support for professional development
* Pension contribution
* Hybrid working
* Healthcare
* Great environment to learn and develop
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