IFA Administrator

3 weeks ago


Northampton Northamptonshire, United Kingdom Pertemps Northampton Full time

The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
Updating client database (Intelliflo).
Providing any other assistance the financial adviser may require in line with company procedures.
Fund/Plan Performance analysis.
Sourcing/generating provider Illustrations.
Income Modelling/Cashflow Planning (depending on experience).
Gathering tax information/ Tax calculations.
Pension calculations (depending on experience).
DIS cover of 2* income and membership of a Health Cash Plan.
~ Initially enrolled in workplace pension then - 5% employer pension contribution after 12months.
~22 days holiday initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it’s 27.
~ Discretionary staff bonus scheme for non-advisory

5 hours a day which can be worked flexibly between 8am & 6pm, Monday to Friday (after initial training period). Standard office hours are 8.Our client supports continued study - Route to Diploma qualification would be via CII, specifically the Regulated Diploma in Financial Planning.



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