IFA Administrator

***IFA ADMINISTRATOR***
Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.
Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position.
Salary c.£25-32K depending on experience plus benefits which include being part of an Employee Ownership Trust and quarterly incentives
Key responsibilities for the IFA Administrator include,

• Input client details onto an in-house system
• New business administration
• Liaise with clients for new business information, Terms of Business, tax returns
• File checking for completeness
• Liaise with product providers (e.g., for valuations, trusts, product terms)
• Help advisers with meeting preparation, new client packs, agendas etc.
• Supporting the Investment Proposition as necessary
• Involvement in wider company projects as appropriate

The ideal IFA Administrator will need,

• A background in Financial Services/Paraplanning preferred or a desire to enter the IFA industry
• Ensure all client files are compliant on an ongoing basis
• Respond to client contact and requests quickly and correctly
• Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
• Strong organisational and time management skills
• Excellent attention to detail and accuracy
• Have a supportive and collaborative approach

Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position.