Ifa Administator

IFA Administrator

Sutton Coldfield

24,000K-30,000K

Our Client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing organisation. This firm provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service.

This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations.

This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients.

The Required Skills: Responsibilities

" Experience of working within an IFA firm in an administrative role supporting financial advisers
" CF1, R01, or equivalent desirable.
" Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face.
" Proficiency in Intelligent Office and Microsoft Office.
" An understanding and working knowledge around pensions and investments
" Outstanding organisational skills
" New business processing
" Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers
" Managing data on Intaelliflos Intelligent Office
" Preparing investment reviews off IO for review meetings
" Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell
" In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level.

For further information please contact one of our specialist consultants quoting REF: NJR10750