Position: IFA Admin (Home-Based)
Location: Bristol Area
Our client is a well established financial planning firm. We are now looking for a Technical Administrator with experience who can hit the ground running and get into the role in an efficient manner. This leading financial planning firm is experiencing a period of growth and as such, has an opportunity for the successful candidate to join a well established firm in which they can grow and develop.
This unique opportunity is an administrative role in which the chosen candidate will report directly to the Senior Paraplanner & MD operating in a home based role.
This role is unique in that the successful candidate will assist the consultant in preparing research and performance data collection and work closely with a Financial Analyst to ensure a smooth candidate process, whilst being able to work flexibly from home. The technical aspect to the role does mean the chosen candidate will need to be experienced in IFA administration.
The responsibilities of this role stretch beyond that of many Financial Administration roles. This is a challenging role, in which the successful candidate will have the following responsibilities;
- Provide high quality administrative support to a high level financial consultant and clients alike.
- Production and issuing of client advice, including liaison with product providers and undertaking research.
- Use of Exchange for research.
- Prepare and Issue client review documents.
- Processing of new and existing business from outset through to conclusion.
What’s needed for me to be considered?
We are seeking an individual with Financial Services experience who can quickly take to the role, with a drive and determination to progress and develop. The successful candidate will have the following skillset;
You will ideally have attained the Diploma in Financial Planning, or currently be working towards.
Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business
Ideally you will have a degree of pension transfer experience, due to the company dealing largely with Defined Benefit transfer cases among other general investment advice.
Ideally have a background of working in a home based role.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.