Technical IFA Administrator

Technical IFA Administrator

Based Northampton

Salary: £27,000 - £32,000 + discretionary bonus

Are you an IFA Administrator who wants to improve your technical skills?

• Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
• Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
• Would you like to work for a company who are committed to career development and are looking to progress through the business?

If so, we have the opportunity for you.....

The company and role:

• Our Client is a Chartered Independent IFA who are now looking for a Technical IFA Administrator to join their team of 60
• This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
• There are 16 Advisers, and over 30 on the support side within the company
• They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to Chartered.

The role:

You will be providing comprehensive support to at least one of their advisers which would

include the following tasks;

• Preparing Client Portfolio reviews
• Fund/Plan Performance analysis
• Trades/Switches (processing through to sign off)
• Sourcing/generating provider Illustrations
• Income Modelling/Cashflow Planning (depending on experience)
• Gathering tax information/ Tax calculations
• Pension calculations (depending on experience)
• New Business (processing through to sign off)
• Drafting meeting summary communications for adviser
• Drafting Suitability Letters
• Providing any other assistance the financial adviser may require in line with company procedures.

Further information

• Full time, office-based role
• 7.5hrs per day - flexibly anytime between 8am-6pm
• DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
• 22 days holiday initially increasing to 25 days.
• Discretionary staff bonuses paid half yearly in May and October

So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.