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IFA Administrator

3 months ago

North End Essex, United Kingdom Templegate recruitment Full time
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: IFA Administrator
Location: Chelmsford
Benefits:
Monday to Friday
Flexible working
Competitive salary is on offer dependent on experience, skills and qualifications.
Death In Service
Free Parking
Progression opportunities
Salary: £26,000 to £32,000 Depending on Qualifications and Experience
About the Company:
Our client based in Bishop’s Stortford, is a premier financial planning firm dedicated to providing personalised, comprehensive wealth management solutions. Their focus is on helping clients achieve their financial goals through tailored advice and expert guidance. They are seeking an experienced IFA Administrator to join their dynamic team
What Your Day to Day Duties Will Include:
* Processing authority letters and gathering financial data for new clients and annual reviews.
* Preparing application forms and client documentation.
* Processing financial transactions on platforms.
* Preparing client reviews, including gathering financial data, updating goals information, and setting up meetings.
* Providing administrative support to the financial planners and paraplanners as required.
* Supporting clients with administrative queries and communication as needed.
What is Needed to Be Considered for this Role:
* Administration experience in a financial planning company for at least two years.
* Experience using Intelliflo
* Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
* Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
* Experience in gathering information for review including valuations, charges and performance and any other specific information required.
* Financial administration qualifications would be advantageous.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for