Senior IFA Administrator

Posted 9 April by Lime People Search & Select Ltd Easy Apply

Senior IFA Administrator - Harrogate - £23-28k

My client is an Independent Financial Advisory firm, specialising in Financial Planning, providing tailored financial solutions to both individuals and businesses.

We are urgently seeking a Senior IFA Administrator to join the existing Administrative team, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders, as well as acting as a Team Leader and being involved in streamlining business processes and ensuring the team has minimal errors and maximum efficiency.

Specifically the team process and monitor all new business applications liaising with clients and product providers, maintain strict diary systems for all cases submitted and providing regular updates on cases and their development, ensuring that all files are compliant with regards to AML (Anti-money Laundering) requirements, provide client valuations, provide key client reviews, collation / completion of all required documentation, meeting preparation, general servicing enquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients as well as general office administrative tasks.

We would ideally be seeking someone with ideally 3+ years experience working within an Administrative role within an IFA, who has a desire to take a step up to Lead an Administrative team. You should have strong knowledge and understanding of investments, pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning, although this would not be needed if the potential candidate has the right experience.

Required skills

  • Financial Services
  • Investments
  • ISA
  • OEIC
  • Pensions

Reference: 34860056

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