IFA Administrator

Posted 23 January by NJR Recruitment

IFA Administrator

Location: Nottingham

Salary: up to £18,200

(Part time - between 21 and 28 hours - flexible on exact hours and days)

Our client is a well established Independent Financial Advisers, who are now seeking an articulate and efficient Part Time IFA Administrator to undertake all the usual support tasks as well as taking responsibility for the smooth running of the office.

Joining a highly successful and respected practice, this is a truly exciting opportunity for a high calibre individual who is keen to make a move in order to improve their career within the Financial Services industry.

Working in the Nottingham area, our client offer a first first-class client experience the successful candidate will be responsible for New Business processing in relation to all Products including , Pensions & Investments. You will also ensure that suitability templates are up to date in line with changes in legislation/allowance. Whilst being the first point of contact for all clients, daily duties will be varied and include;

  • Obtaining and completing application paperwork
  • Sending new business to providers
  • Submitting business on main investment Platform
  • Entering business onto back-office system
  • Managing and updating tasks on back-office system
  • Chasing business through to completion
  • Chasing fees
  • Processing 'Letters of authority’, including:
  • Generating requests for information
  • Sending to providers
  • Managing and updating tasks on back-office system
  • Chasing providers for outstanding information
  • Inputting plan information on back-office system
  • Generating recorded/special delivery post online & delivering to post office
  • Client research and preparation for adviser meetings with clients

Requirements

  • IFA administration experience
  • Experience of using back-office systems
  • Experience of using Platforms/Wraps
  • Knowledge of Pensions and Investments
  • Basic compliance knowledge and understanding of what makes a compliant file
  • Excellent organisational and prioritising skills
  • Excellent written and spoken communication skills
  • Good computer literacy and typing skills
  • Experience of using Intelligent Office back-office system

Our client is looking for someone with a "can-do" attitude who will be committed to the company, have a flexible and thorough approach with the ability to priorities their work and attention to detail is key.

For more information please contact one of our specialist consultants quoting REF: NJR7381

Reference: 34301211

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