IFA Administrator (Office based)

We have been asked to recruit an IFA Administrator for a company based in Northampton.

Day to day you’ll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews…

You’ll need to have a minimum of 3 years’ experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available.

The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression.

Below is a small overview of what you’ll be doing…

• Preparing Client Portfolio reviews.
• Sourcing/generating provider Illustrations.
• Drafting Suitability Letters.
• Provider communication (verbal & written)
• Client communication (F2F, verbal & written)
• New Business (processing through to sign off)
• Updating and maintaining control logs.

Please note, this is an office-based role but there is flexibility on the start/finish times.

If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment.

Even if you don’t have a CV, just get in touch and we can just have a conversation first.