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IFA Administrator

3 months ago

Altrincham, United Kingdom Page Personnel Finance Full time

We are working with a successful financial services organisation in Altrincham to recruit for an IFA Administrator to join their growing administration function.

Client Details

This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.

Description

As IFA Administrator, you will be responsible for:

  • Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
  • Administration support for valuations, transfers and client reviews in preparation for client meetings
  • Liaising with client and advisers with updates, changes and all matters relating to their financial matters
  • Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
  • Invoicing clients for work completed
  • Providing policy documents to client where appropriate
  • Providing administration support to advisers following meetings with clients with agreed timescales
  • Highlighting breaches or complaints to the Compliance Manager as quick as possible

Profile

The successful applicant for this role must have the following skills and experience:

  • Previous experience working in an IFA or financial planning firm
  • Knowledge of financial products and funds
  • Experience of report writing, valuations and appraisals would be ideal
  • Strong administration skill set
  • Great communication skills
  • Good working knowledge of Microsoft applications
  • Up to date with current FCA Legislation would be ideal
  • Relevant qualifications include Certificate in Financial Services/Planning

Job Offer

As IFA Administrator, you will get:

  • Up to £30,000
  • 23 days holiday rising to 25 with options to buy more, as well as birthday off
  • Study support for professional development
  • Pension contribution
  • Hybrid working
  • Healthcare
  • Great environment to learn and develop
  • Death in service
  • Annual discretionary bonus scheme
  • Social events and awards
  • Special training and development programmes/opportunities