Technical IFA Administrator

Posted 28 April by Anthony Alexandra
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Anthony Alexandra is currently working with a reputable Independent Financial Advisers based near the Harrow area, keen to secure a Technical IFA Administrator to join their growing ambitious team.

Duties include:

  • Provide administrative support to Advisers and Paraplanners
  • Input and maintain data on the Company’s back office system.
  • Update and manage a diary system, taking action when required
  • Support Advisors in managing their pipeline and portfolio of existing business.
  • Prepare files for compliance checking.
  • Maintain client records using the Intelligent Office system
  • Keep up to date with all relevant product, legislative and technical changes
  • Submit new business.
  • Manage client reviews, including preparing client valuations
  • Prepare client reports - these may be in relation to pensions, investments Trustee Investment, IHT planning and other associated financial planning requirements

IFA Administrator to be considered will have the following skills and experience;

  • Minimum of 2 years experience working within an IFA environment
  • Good general knowledge of all Investments, Pensions and Protection products
  • Achieved or studying toward professional qualifications would be an advantage

Thank you for showing your interest in Anthony Alexandra and please contact us at your earliest convenience as we are arranging interviews shortly. If this role does not suit you, please contact us for alternative vacancies.

Anthony Alexandra Associates specialises in Financial Services and Insurance recruitment focusing on Pensions, Employee Benefits, IFA, Investments, Mortgages, Actuarial, Broking, Claims, Loss Adjusting and Underwriting within Commercial and Personal Lines markets. With a proven track record and established Permanent, Temporary and Contract divisions.

KEYWORDS

IFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo / x-plan / Iress / Admin

Required skills

  • Investments
  • Pensions
  • IFA
  • Intelligent Office
  • Intelliflo

Reference: 41856044

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