* Senior IFA Administrator
* 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:
* Preparing client portfolio valuations, producing illustrations and processing of new business
* Arranging meetings with clients for the advisers
* Handling client's requests and queries
* Preparing letters of authority
* Pension transfers, withdrawals etc
* Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
* Helping with basic research for advisers
* Sending reports and investment information to clients
* Accurately submitting data on the system for clients
* Ensuring work is completed in 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 of processing new business, preparing client valuations and transfers/withdrawals would be advantageous
* Strong attention to detail
* Great communication skills
* Good working knowledge of Microsoft applications and platforms such as Quilter, AJ Bell and others
* Up to date with current FCA Legislation
What's on Offer
As Senior IFA Administrator, you will get:
* £30,000-35,000 (depending on experience)
* 25 days holiday
* Pension contribution
* Death in service
* Great environment to learn and develop
* Income protection
* 5 days office based
* Free parking
Contact
Martin Christian
Quote job ref
JN-072024-6478054
Phone number
+44 151 255 3777