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Senior IFA Administrator

Senior IFA Administrator

Posted 5 August by Appointed ltd
Easy Apply Ended

Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator.

As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients.

Salary of upto 32k + excellent benefit, pension, exam support, onsite parking, genuine career progression.

Ideal candidates will have worked within a IFA practice set up, supporting advisers and therefore have a solid understanding of financial services. It would be advantageous if you have worked with IRESS and Xplan and on platforms such as transact and standard life.

Duties such as…

  • Sending Letters of Authority
  • Obtaining applications, illustrations etc
  • Ensure all required information needed to complete application forms and illustrations has been obtained.
  • Check, maintain and implement Bed & ISA process.
  • Process New Business
  • Research for Suitability Reports
  • Prepare information/comparisons for analysis by Financial Planner.
  • Obtain information necessary to compile client recommendations
  • Completing rebalances and cost implications for clients as directed by the financial Planner
  • Carrying out technical calculations as directed by the financial Planner
  • Build strong relationships with clients by providing a friendly and professional point of contact, answering technical queries

Please apply online for further information.

Required skills

  • Financial Advice
  • Financial Advisory
  • Financial Planning
  • Financial Services
  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management
  • Financial Planners
  • Independent Financial Advice

Reference: 53238775

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