IFA Administrator

Posted 13 August by NJR Recruitment
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IFA Administrator

Newton Aycliffe

£18,000 - £23, 000

NJR are currently working with a privately owned regional Independent Financial Advisory Firm, who are now seeking a pro-active, experienced IFA Administrator to join their already well established team.

This role will suit someone who has been working within financial services industry, and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme, and will therefore fully support those wishing to develop with examinations.

You will be providing administration support to the Compliance & Administration Manager and other members of staff in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.

Daily you will be responsible for:

  • Processing new business
  • Using Wrap Platforms
  • Producing Valuations and Illustrations
  • Dealing with client queries
  • Arrange meetings / book appointments.
  • Scanning documentation onto Volume (IFA specific software product)
  • Liaising with product providers / mortgage lenders, as and when necessary.
  • Assisting advisers in the creation of client financial reports / letters.
  • Manage, organise and update relevant data using database applications.

The successful candidate must have previous experience as an Administrator within financial services, ideally within an IFA practice. You must have knowledge of investment, pensions and protection. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. Knowledge of the following software packages: IRESS and Volume are also desirable.

For further information please contact one of our specialist consultants quoting REF: NJR11585

Reference: 43270156

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