Ifa Administrator
4 weeks ago
**The Company**: City centre-based IFA firm looking to add an IFA Administrator to their growing adviser support team. A growth orientated business providing HNW private clientele with a breadth of private wealth and family planning advice.
- **Office Location**:Central Leeds
- **Hybrid/Home Working**: Yes - Flexible for the right person
**Package**: £24-25k DOE + discretionary bonus and full company benefits
- Benefits: 4% pension, 4xDIS, 23-days holiday + stats plus a flexible benefits package
- Working hours: 9am-5pm (Mon-Fri)
**The Role**:Supporting a small team of experienced Administrators, Paraplanners, Financial Advisers and Directors. Duties include:
- Submitting transactions and trade requests including fund switches on and off Platform
- Obtaining illustrations and product literature
- Obtaining Client Portfolio Valuations
- Preparing review packs for client meetings
- Acting as a key point of contact for clients and Financial Advisers/Directors
- Liaising with products providers
- Actioning Letters of Authority
- Maintaining accurate client records
**The Person**:A background in the IFA/wealth management background is a must, coupled with exposure to supporting IFA’s/financial advisers from an administration perspective previously.
- 12-months+ experience in industry
- Investments & pensions administration exposure
- Xplan and/or FE Analytics experience desirable, but not essential
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