IFA administrator

Posted 9 April by Square One Wealth Management Featured

Our firm

The opportunity for an IFA administrator to join a well-established IFA which provides a highly personalised financial planning and investment management service.This role is working in a friendly and professional environment. You will be fully supported to achieve professional qualifications -- the job holder will be given paid-for training.

The Role

We are looking for someone to join oir busy team to provide high quality technical administration and analytical support to the firm's paraplanners and advisers. You will work in a supportive team environment where progression is strongly supported.

Skills and experience

In order to be considered for this role, candidates need to have -

  • Previous experience within an IFA practice
  • Excellent spoken and written communication skills
  • Have a good telephone manner and be willing to make phone calls on behalf of the business

What the role could entail

  • Liaising with clients and providers and building a good working rapport with both administration, technical and sales support to the consultants
  • Involved with investment, trusts, mortgages and private client investment administration
  • Keeping back office system up to date
  • Producing and requesting illustrations
  • Preparing individual client valuations/yearly reviews/ drafting review follow up letters
  • Setting up new business/making changes to existing business on online platforms
  • Preparing correspondence
  • Preparing paperwork for client meetings
  • Meeting with clients on occasions to assist with the completion of paperwork
  • Product, provider and fund research
  • Making appointments, diary management
Hours

Office hours are 9 to 5 Monday to Friday. Some flexibility is available

Required skills

  • Analytical
  • Financial Planning
  • Investment
  • Reviews
  • Written Communication

Application questions

Have you ever worked within the financial services sector?
Have you worked for an independent financial adviser?

Reference: 34860535

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