Ifa Administrator

5 months ago

Halifax, United Kingdom Brevere Group Full time

**Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, supporting a top Adviser in the company?**

Hybrid working is offered, up to 4 days from home.

Duties for this role will include:

- Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
- Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
- Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
- Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.

You will have:

- Experience in pensions and investments administration
- Extensive product knowledge
- Excellent organisational skills
- Knowledge of an IFA environment
- Knowledge and experience of using computers and a variety of general software packages, experience with Intelligent Office would be an advantage.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Flexitime
- Work from home

Schedule:

- 8 hour shift
- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Halifax: reliably commute or plan to relocate before starting work (required)

**Experience**:

- IFA support: 1 year (preferred)

Work Location: Hybrid remote in Halifax

Reference ID: 142

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