IFA Administrator

Financial Services Administration

Reference ID

AL871

Category

Financial Services Administration

Salary

£12.50 per hour

Contact Person

Angela Liscombe

Job description

IFA Administrator

Part time   21 hours per week across 3 days

Nottingham (our ref AL871)

Remuneration - £12.50 per hour

 

My client is an established Independent Financial Advisory company, offering clients the full range of wealth management and specialist retirement advice.  They have an exciting new opportunity for an individual who has previous experience working within an IFA environment to join their small team based centrally in Nottingham.

 

The role involves providing a full administration service to 2 IFAs, to include:

 

New business processing, and chasing through to completion

Managing and updating tasks on back-office system

Chasing fees

Processing Letters of authority

Chasing providers for outstanding information

Answering the telephone

Dealing with incoming post

Scanning and saving documents to back-office system

Client and Provider liaison

Client research and preparation for adviser meetings with clients

 

The ideal person for the role:

 

IFA administration experience 

Experience of using industry back-office systems, ideally Intelligent Office

Experience of using Platforms/Wraps

Knowledge of Pensions and Investments

Basic compliance knowledge and understanding of what makes a compliant file

Excellent organisational and prioritising skills

Excellent written and spoken communication skills

Good computer literacy and typing skills

Comfortable following prescribed processes

Able to work alone using own initiative

Industry qualifications will be an advantage, but are not essential

 

If this role is of interest, please apply with an up to date CV or call Angela Liscombe at North Oak recruitment for a confidential discussion.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

APPLY HERE NOW
 I have read and accept the  Website terms of use and Privacy Policy and consent to receiving information from North Oak Recruitment Limited.