Current jobs related to IFA Administrator - Ormskirk - Page Personnel

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

Client Details

This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture their staff and let people carve out their own careers.

Description

As IFA Administrator, you will be responsible for:

Preparing portfolio valuations, producing illustrations and processing of new business
Arranging meetings with clients for the advisers
Handling client's requests and queries
Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
Sending reports and investment information to clients
Accurately submitting data on the system for clients
Ensuring work is completed in specified timelines.Profile

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

Previous experience working in an IFA or financial planning firm
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

Job Offer

As IFA Administrator, you will get:

£(phone number removed) salary
25 days holiday
Study support for professional development
Pension contribution
Hybrid working
Healthcare
Great environment to learn and develop