Ifa Administrator

3 days ago

Belfast, United Kingdom Robinson Financial Careers Full time

A rare opportunity has been created for an administrator to join a national financial advisory firm at their Belfast location.

The purpose of the role is to work closely with and provide support for financial planning consultants by way of research, annual reviews and reports.

Experience of working in financial services is preferred, but administrators from other industries will be considered.

**Role Summary**
- Extract client data from Fact Find.
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis
- Assist in identifying areas for planning and identify solutions suitable to meet the client's needs and objectives
- Research, analyse and complete recommendation reports for the adviser.
- Prepare suitability letters and reports - This will include the pre-completion of documentation ready for clients to check and sign.

**The Ideal Person**
- Have an understanding of the financial planning process
- Able to work within defined business processes
- Able to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Have attention to detail and accuracy
- Be able to communicate effectively with colleagues and clients

**Qualifications**
- Graduate level advantageous
- Financial Background advantageous
- Working towards Diploma in Regulated Financial Planning (Level 4) desirable

**Package**
- £Competitive
- 25 days’ holiday plus bank holidays
- Additional day holiday for your birthday
- Enhanced Maternity, Paternity & Adoption Policy
- Death in Service, 4 x salary
- Opportunity to purchase additional annual leave up to 5 days
- Auto enrolment - Royal London pension scheme - Employee 5%, Employer 4%
- Ride to Work Scheme
- Corporate Eye Care Scheme - Specsavers

  • Ifa Administrator

    2 days ago

    Belfast, United Kingdom JohnstonGreer Full time

    IFA Administrator £24,000 to £28,000 plus benefits IFA Administrator required by this regional wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administrationduties for the IFAs. This is a senior...

  • Ifa Admin

    7 months ago

    Belfast, United Kingdom Idex Full time

    Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding in Belfast. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme. You will be part of a busy team providing support a...

  • Financial Services Administrator

    1 day ago

    Belfast, United Kingdom JohnstonGreer Full time

    Financial Services Administrator £24,000 to £28,000 plus benefits Administrator required by this top-quality firm of Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning if that is your goal or you canfocus on remaining a professional...

  • Financial Services Administrator

    3 days ago

    Belfast, United Kingdom Brook Street Full time

    Brook Street Recruitment are delighted to be recruiting on behalf of our East Belfast client who are a leading firm of Independent Financial Advisers and Wealth Managers Due to ongoing growth and expansion they are seeking to recruit an Administrator in the Belfast office. They are looking for an ambitious individual who will grow with the business. **Job...

  • Specialist Sipp

    5 days ago

    Belfast, United Kingdom NJR Recruitment Full time

    ** PENSIONS ADMINISTRATOR - SSAS & SIPP** **LOCATION: BELFAST** **SALARY: UP TO £30,000** NJR Recruitment are working in Partnership with a National Firm of Independent Financial Planners, who are now looking to recruit an additional SSAS Administrators to join their Wealth Management. This is a full time, permanent opportunity! This role isa hybrid...

  • Senior Financial Administrator

    2 weeks ago

    Belfast, United Kingdom MCS Group Full time

    MCS Group is seeking an experienced Paraplanner to join their team in Belfast. This role offers a unique opportunity for a qualified Lvl 4 Paraplanner to take their career to the next level and work in a highly social working environment.The successful candidate will be responsible for developing and managing effective systems, processes and procedures to...

  • Paraplanner

    2 days ago

    Belfast, United Kingdom Additional Resources Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages,...

  • Paraplanner

    2 weeks ago

    Belfast, United Kingdom CV-Library Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on...

  • Paraplanner

    2 weeks ago

    Belfast, United Kingdom Additional Resources Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000.As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages,...

  • Paraplanner

    2 weeks ago

    Belfast, United Kingdom Additional Resources Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary of £35,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages,...

  • Paraplanner

    2 weeks ago

    Belfast, United Kingdom Additional Resources Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years' experience in a similar role to join a thriving and forward-thinking accountancy firm.This full-time, permanent role offers excellent benefits and a salary of £35,000.As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions,...

  • Paraplanner

    23 hours ago

    Belfast, United Kingdom CV-Library Full time

    An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of OTE £35,000 - £40,000. As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing...