Senior IFA Administrator

Financial Services Administration

Reference ID

AL904

Category

Financial Services Administration

Salary

to £28,000 plus benefits

Contact Person

Angela Liscombe

Job description

Senior IFA Administrator

Near Coventry (our ref AL904)

Salary to £28,000 + benefits

My client is a boutique and highly reputable IFA Practice, providing holistic advice across Inheritance Tax Planning, Retirement, Protection and investments to high net worth clients across the UK.

Due to continued growth, they now require a professional, dynamic and creative candidate with experience in Financial Planning or Wealth Management to join their busy practice and provide assistance to both the Financial Planner and Practice Manager.

Duties will include

  • To prepare required document for client meetings and issue client review documents, including obtaining product specific information e.g. switch fees and funds available
  • Liaising with clients and third parties
  • Maintaining the firms records and databases
  • Preparing letters
  • Producing compliant illustrations and quotations
  • Completing forms (both paper-based and electronic)
  • Preparing review packs/required documents for client meetings
  • New business submission and chasing
  • Arranging client meetings and diary management
  • Creating and maintaining client files and filing systems
  • Inputting and maintenance of client data on the back-office system
  • To deal with telephone / email enquiries.
  • Assisting advisers post client meetings by dealing with follow up provider and adviser actions
  • Be able to take instruction and prioritise in a fast-paced environment
  • Help deal with general office duties, i.e. stationary orders etc

Candidate Requirements

  • Have experience using a CRM System (more specifically Intelligent Office)
  • Be a resourceful individual and a fast learner
  • Have a strong understanding of Pensions and Investment products
  • Hold previous experience working in Financial Services or Wealth Management either as a Senior Administrator or Trainee Para Planner
  • Knowledge and understanding of FCA regulations
  • Ideally be familiar with O&M, Synaptics, FE Analytics, Assureweb, Microsoft Outlook, Word and Excel
  • Report writing experience
  • Must have good attention to detail
  • Must be willing to work as part of a team and independently
  • Must have an excellent telephone manner and written skills, self-starter, expected to have a reasonable level of independence and responsibility.
  • A professional positive and hardworking approach and a proven ability to deliver
  • Some financial planning qualifications would be advantageous (further enhancement to any existing knowledge/qualifications will be supported)
  • Occasional travel may be required however travel expenses are fully met by the firm

Please apply with an up to date CV or call 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.

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