IFA Administrator

Posted 26 October by Taylor James Professional Recruitment LTD

Our client, a prestigious financial planning firm in Bolton are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.

Note: This position offers full homeworking or part homeworking

As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:

  • Processing new business applications across the key financial products
  • Submitting transaction & trade requests including fund switches on and off platform
  • Obtaining illustrations & product literature
  • Acquiring client portfolio valuations
  • Preparation of annual review packs for client meetings
  • Acting as a key point of contact for financial planners & clients
  • Liaising with product providers
  • Actioning LOAs
  • Maintaining an accurate record of the Client’s financial situation

The candidate:

  • Studying towards level 4 diploma (desirable)
  • IFA/ financial planning administration experience (essential)
  • Experience of using Adviser Office (desirable)
  • knowledge of provider platforms
  • Highly organised

What’s on offer:

  • Starting basic salary of up to £28,000 + 12 % bonus
  • 26 days holiday
  • Full study support inclusive of training courses
  • Structured career progression

Please contact Matthew Biddle 0161-820-2688 or submit the latest version of your CV to be considered for this opportunity.

Application question

Do you have IFA Administration experience?

Reference: 41242731

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