IFA Administrator

Reference: AL1297

IFA Administrator

Nr Loughborough, Leicestershire (our Ref AL1297)

Salary c£26,000 – c£32,000 depending on experience

Full time position, office based, although consideration may be given to Hybrid working

 

My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.

The role will be varied and you will work closely with the Director, in providing a first-class service to their clients.  Whilst an individual who wishes to remain in an administrative support role is very much welcomed, there is also the possibility of being supported to take CII qualifications and work towards becoming an Adviser in the future, if you so wish.

Main responsibilities of the IFA Administrator:

  • Liaising with clients and handling queries
  • Working closely with the Director
  • Working closely with the Company’s Network, ensuring that all practices and procedures are implemented and followed effectively
  • Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo / Intelligent Office)
  • Processing new business and ensuring smooth and timely completion
  • Ensuring compliance requirements are adhered to
  • Quotations and Valuations
  • Preparing Suitability Reports from templates

 

IFA Administrator – The Ideal Person:

 

  • Wealth Management Administration experience
  • Intelliflo / Intelligent Office experience
  • IT literate (Microsoft Office etc)
  • Good verbal and written communication skills
  • Able to work independently, efficiently & accurately and to use own initiative
  • Good time management skills with the ability to manage own workflow

 

If the role of IFA Administrator is of interest, please apply with an up-to-date CV.  We aim to respond to all applications within 10 days.  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.  Full Privacy Notice can be found on our website.

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