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IFA Administrator

2 months ago

Blaby Leicestershire, United Kingdom Premier Jobs UK Full time €25,000

This IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.
In this IFA Administrator role, you will be providing support to their team of Financial Advisers who provide financial planning advice to clients. Your responsibilities will include:

Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
Obtaining and processing Letters of Authority
Processing new business cases
Preparing client meeting packs with the correct, up to date information
Obtaining recent product valuations
Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers
Our client would provide full on-the-job training to enable you to succeed in your role.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
IFA Administrator Requirements

You should have experience as an Administrator
You should have an organised approach to your work and be able to handle multiple cases simultaneously
You should be confident working independently and within a team
Individuals with experience within a Financial Services firm would be preferred
IFA Administrator Benefits

~ Salary of up to £25,000 depending on experience
~ Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
~25 days holiday plus bank holidays
~37.5 hours per week, Monday to Friday
~ Working within a business that is passionate about helping their clients
~ Regular paid team events through the year to get involved in

Locations
South Leicester