Ifa Administrator

1 month ago


Northampton, United Kingdom Impact Recruitment Ltd Full time

**IFA Administrator**

**Northampton - NN4**

**Permanent**

**Monday to Friday - 37.5 hours flexi time**

**Salary: £26,000 - £30,000**

**Do you have previous experience of working within a professional IFA office?**

**Do you take pride in your administration work and have exceptional attention to detail?**

**If so, we would LOVE to hear from you TODAY**

Working for this financial services client, you will be providing support to 2 financial advisors and receive full system and process training. This will suit a strong IFA administrator who is highly organised with excellent attention to detail.

**Key duties and responsibilities of the Administrator**:

- To support Advisors with their administration for clients
- Prepare Client portfolio reviews
- Produce Illustrations
- Drafting suitability letters
- Producing documentation for both clients and providers
- Updating clients where necessary
- Upload contract notes and updating client database
- Provide assistance that the FA may require

**Key experience and skills required**:

- Ideally have previous experience of working for an IFA and have a CII qualification
- Good IT proficiency including MS Office.
- Numbers-orientated with excellent attention to detail and accuracy.
- Strong organisation, time-management, and discipline.
- Enthusiastic, tenacious, and driven.

All responses will be managed in line with the new GDPR regulations.


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