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Ifa Platform Administrator

4 months ago

Bromsgrove, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Bromsgrove
£20000 - £25000
05/05/2023
NJR13736

DESCRIPTION

IFA Administrator
Bromsgrove
Salary up to £25,000

2 Days remote is available

Generous Salary
28 days holiday + bank holidays with the option to buy and sell holidays
Full training and development including full study support toward CII Diploma
Company Pension
Annual bonus programme for all employees
Group income protection
Long service awards
Private medical insurance - including dental and optical cover
Childcare vouchers
Great central location

NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of National Independent Financial Advisers who are expanding their business and are seeking a talented Platform IFA Administrator to join their dynamic and buoyant organisation.

An excellent opportunity is available for an Administrator to compliment the current support team. Working from a nice modern offices based in the Bromsgrove area, Working in a small team, this will be a busy and varied role with lots of room for development and progression and would be ideal for those looking for a long term career in financial planning. A Platform Investment Administrator is charged with working with client data and back office systems accurately, The role involves and entails data manipulation, analysis and fund switching on investment platforms to assist in asset migration projects, together with the production of client facing reports.

You will be responsible for providing pre and post-sales support to the Financial Advisers. Ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company as well as providing a high level of support to clients in an efficient, compliant and professional manner.

Duties will include:
" Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle and Code of Practice and the relevant FCA rules at all times.

" Comply with the relevant Compliance, TCF, T&C, GDPR, MIFID and Financial Crime Procedures of the firm at all times.

" Extraction of client data from investment platforms and third parties. Using Excel and Access, analyse, interpret and challenge information gathered in order assist in the delivery of asset migration projects.

" Process of fund switches on investment platforms within prescribed timescales, whilst being highly attentive to detail and delivering an impeccable client experience.

" Assist in the production of accurate client facing material to be distributed to clients as an integral part of asset migration projects.

This really is a rare opportunity for those looking to get into an exciting and ever developing industry so contact me today for more information using reference NJR13736