Ifa Administrator

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: Senior administrator / Junior Paraplanner

**Location**: Ilford

**Benefits**:

- Opportunity to grow within the firm and study towards further professional qualifications.
- Flexible works hours in line with business requirements will be offered.
- A competitive salary is on offer dependent on experience, skills and qualifications
- Excellent staff benefits.
- Auto-enrolment Pension Scheme

**Salary**: £30,000 to £35,000 depending on qualifications and experience.

**About the Company**:
Our Client is seeking a Senior administrator/Paraplanner to provide support to 1 Financial Planners in their practice.

This is an opportunity for a committed individual to join our clients growing firm which advises across a broad range of financial services products.

**What Your Day to Day Duties Will Include As a Senior administrator/ Paraplanner**:

- Client meeting preparation including issuing letters of authority and collating information for Financial Planners.
- Preparing valuations and mailings.
- Assist in product research and information gathering.
- Obtaining illustrations from Assureweb and product providers.
- Dealing with existing business queries.
- Producing client review packs for Financial Planners.
- Preparing and maintaining client files on Intelliflo (IO):

- Collate all the quantitative detailed information required to support any recommendations to be made.
- Preparing suitability letters for pensions, investments, protection and mortgages.
- Ensure all relevant paperwork held within a client file for the report is present, relevant and compliant.
- Ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file.
- Organising and maintaining effective filing and communication systems in the office including client database management on IO.
- General office administration including opening, distributing and logging post.
- Ensure all dealings with clients are carried out in a professional and courteous manner.
- Ensure all supporting documentation is maintained as per company procedures.
- Maintain all standards of performance as required by the firm.
- Ensure all mandatory annual Compliance and Anti Money Laundering training is complete and up to date, and be able to demonstrate a satisfactory level of understanding and responsibilities.
- .Comply with the firm’s Compliance Manual, Human Resource Procedures, and other policies and procedures. Where those policies and procedures are not clearly defined individuals are expected to highlight this and work with relevant teams to make the necessary improvements;
**What is Needed to Be Considered for this Senior administrator/ Paraplanner Role**:

- Over 3 years’ experience working within an IFA environment
- Good technical knowledge of Financial Services products
- A working knowledge of Intelligent Office, Dynamic Planner, Genovo, FE Analytics and Selectapension would be preferable
- Experience of Writing Suitability Reports and fund switch letters

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for._

**Job Types**: Full-time, Permanent

**Salary**: £30,000.00-£35,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Ilford, Greater London: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: 1600