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Senior IFA Administrator

4 months ago

Ellesmere Port Town, United Kingdom Page Personnel Full time
We are working with a successful financial planning firm to recruit for a Senior IFA Administrator to join their growing administration function.
Client Details
This is a well established, but growing firm based near Ellesmere Port, has over £150m worth of assets under management, with good access from motorway and public transport links. They are growing their advisory function and therefore now recruiting for a Senior IFA Administrator to help support the advisers as well as helping develop and grow the firm.
Description
As Senior IFA Administrator, you will be responsible for:
Preparing client portfolio valuations, producing illustrations and processing of new business
Arranging meetings with clients for the advisers
Handling client's requests and queries
Preparing letters of authority
Pension transfers, withdrawals etc
Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
Helping with basic research for advisers
Sending reports and investment information to clients
Accurately submitting data on the system for clients
Ensuring work is completed in specified timelines.Profile
The successful applicant for this role must have the following skills and experience:
Previous experience working in an IFA or financial planning firm
Experience of processing new business, preparing client valuations and transfers/withdrawals would be advantageous
Strong attention to detail
Great communication skills
Good working knowledge of Microsoft applications and platforms such as Quilter, AJ Bell and others
Up to date with current FCA LegislationJob Offer
As Senior IFA Administrator, you will get:
£(phone number removed) (depending on experience)
25 days holiday
Pension contribution
Death in service
Great environment to learn and develop
Income protection
5 days office based
Free parking