Ifa Administrator

2 weeks ago


Northampton, United Kingdom Starting Off Full time

Our client is a well-established, family-run, IFA business that has been providing financial planning advice to individuals, families and businesses in Northamptonshire and beyond for over 30 years. Due to recent growth, they are looking to hire an IFA administratorto work in our paraplanning team.

The role of an Administrator is to provide support to the Financial Advisers and Paraplanner in order to provide clients with a professional and seamless ongoing Financial Planning experience.

**Key responsibilities include**:

- Preparing valuation reports
- Obtaining fee information and illustrations
- Dealing with day-to-day client and provider enquiries

**Skills and experience required**:

- Experience working as an Administrator
- R01, CF1 or equivalent is desirable
- Good communication skills
- Experience of using Intelliflo would be advantageous
- Good MS Office skills



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