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IFA Administrator

2 months ago

Knutsford, United Kingdom Taylor James Professional Recruitment Full time

Our award winning Knutsford based client are looking to appoint an IFA Administrator to join their team on a permanent basis.

You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.

Duties & responsibilities will include:

  • Processing new business applications across the key financial products
  • Submitting transaction & trade requests including fund switches on and off platform
  • Obtaining illustrations & product literature
  • Acquiring client portfolio valuations
  • Preparation of annual review packs for client meetings
  • Acting as a key point of contact for financial planners & clients
  • Liaising with product providers
  • Actioning LOAs
  • Maintaining an accurate record of the Client’s financial situation

The candidate:

  • IFA/ financial planning administration experience (essential)
  • Experience of using Intelligent Office (desirable)
  • knowledge of provider platforms
  • Highly organised

What’s on offer:

  • Starting basic salary of up to £28,000 + bonus
  • Home working
  • 25 days holiday
  • Full study support inclusive of training courses
  • Structured career progression
  • DIS

Please submit the latest version of your CV to be considered for this opportunity.