1. Senior IFA Administrator
2. Respectable IFA firm near Ellesmere Port
About Our Client
This is a well established, but growing firm based near Ellesmere Port, has over £150m worth of assets under management, with good access from motorway and public transport links. They are growing their advisory function and therefore now recruiting for a Senior IFA Administrator to help support the advisers as well as helping develop and grow the firm.
Job Description
As Senior IFA Administrator, you will be responsible for:
3. Preparing client portfolio valuations, producing illustrations and processing of new business
4. Arranging meetings with clients for the advisers
5. Handling client's requests and queries
6. Preparing letters of authority
7. Pension transfers, withdrawals etc
8. Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
9. Helping with basic research for advisers
10. Sending reports and investment information to clients
11. Accurately submitting data on the system for clients
12. Ensuring work is completed in specified timelines.
The Successful Applicant
The successful applicant for this role must have the following skills and experience:
13. Previous experience working in an IFA or financial planning firm
14. Experience of processing new business, preparing client valuations and transfers/withdrawals would be advantageous
15. Strong attention to detail
16. Great communication skills
17. Good working knowledge of Microsoft applications and platforms such as Quilter, AJ Bell and others
18. Up to date with current FCA Legislation
What's on Offer
As Senior IFA Administrator, you will get:
19. £30,000-35,000 (depending on experience)
20. 25 days holiday
21. Pension contribution
22. Death in service
23. Great environment to learn and develop
24. Income protection
25. 5 days office based
26. Free parking