Account Executive (IFA Administrator)/Trainee

Candidate Requirements:

· Previous experience working as an IFA Administrator, with knowledge of pensions and investments
· Previous administration experience (trainee)
· Ability to build relationships with clients and providers
· Able to work under own initiative and prioritise work
· Strong and effective communicator
· A keen eye for detail
· Team player
· Knowledge of XPLAN would be desirable

Benefits:

· 9am-5pm - (rigid - no working late here!)
· 25 days holiday, increasing with service
· Pension 5%
· 4x DIS
· Annual bonus (up to 7% of salary), paid November
· Study Support
· Free parking

Role:

Are you an experienced IFA Administrator looking for a new challenge, in a smaller environment?

Or an Administrator at the beginning of your career, keen to move into Financial Services and be part of a great, privately-owned business?

Due to internal promotion and increasing levels of business, our client in Teesside (North), has an immediate opportunity for an IFA Administrator and an additional trainee Administrator. The team are inclusive and friendly, share and support each other and the business has a true 'family’ feel. You’ll be encouraged to develop your career (if desired) and you’ll be proud to work with a team who excel in looking after their clients and providing a quality service.

Additionally, the benefits are great, including team days, free parking and annual bonus.

Responsibilities:
· Liaising with advisers, clients and providers
· Oversee administration and processing to completion
· Obtain illustrations and ensure support material is available
· Processing of commissions and payments
· Complete online processing of business on provider portals
· Check provider reports
· Raise invoices
· Enter and maintain client information on XPLAN system
· Able to take on additional office administration including typing, photocopying, maintaining filing system, dealing with post etc.

Qualifications:

· Industry qualifications are not essential

Know someone who the above job would be a perfect fit for?

REFER THEM ...and receive £250 when they start in their new role!