Ifa Administrator

6 months ago

Chorley, United Kingdom Page Personnel Full time

IFA Administrator
- Growing financial firm in Chorley

**About Our Client**:
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

The first is part of a successful financial services group and have won numerous awards that only the top 5% have won. They offer a great culture and a clear progression plan with support for personal development there.

As IFA Administrator, you will be responsible for:

- Working closely with financial advisers, updating and liaising to conclude work related tasks
- Submitting and completing new business cases adhering to the compliance and new business processing guidelines
- Ensuring all business is recording notes for audit purposes, as well as recording all business through to completion
- Maintain client files in line with company guidelines
- Preparing and maintaining client service / review list for the adviser, ensuring all are completed within set timeframes
- Providing full pack including a client valuation and supporting documentation, and updating the system to ensure diary contacts are specifically record in line with service proposition
- Producing letters of authority - ensuring requests are sent in a timely manner, recorded and chased through to completion
- Preparing cases for paraplanning, ensuring all necessary information is on file for report completion
- Assist with the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries

**The Successful Applicant**:
The successful applicant for this role must have the following skills and experience:

- Previous experience working in an IFA or financial planning firm ideally
- Strong administration skill set with excellent attention to detail
- Great communication skills
- Relevant qualifications include Certificate in Financial Services/Planning
- Experienced in Microsoft Office and database systems
- Good team player
- Adaptable to changing deadlines with ability to work at a fast pace

**What's on Offer**:
As IFA Administrator, you will get:

- Up to £27,000 salary
- 28 days holiday
- Study support for professional development
- Pension contribution
- Employee Assistance Programme
- Career development and training opportunities
- Perkbox
- Hybrid working - 4 days office based
- Social events and award

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