Ifa Administrator

2 days ago

Portsmouth, United Kingdom MCS Group Full time

**MCS Group** are **_working exclusively_** with one of the **_fastest growing professional services firms_** in the UK who are looking to recruit a **_full-time IFA Administrator_** in their **_Portsmouth_** office. If you're looking for a role with progression, a chance to further your studies and complete the diploma in financial planning, combined with excellentbenefits - then please get in touch.

**The Role**:

- Annual review preparation for adviser meetings.
- Preparing meeting packs for client appointments and reviews.
- Updating CRM systems with client fact find information and client files.
- Research assistance for advisers and obtaining plan information from providers.
- Document management - ensure documentation is scanned, saved, and archived in accordance with department operating procedures.
- General office duties, including answering telephones, client queries.

**Salary & Benefits**:

- Competitive salary range: £25k to £30k.
- Competitive pension & life assurance scheme.
- Free car parking.
- Access to corporate reward scheme.
- Holiday allowance: 23 days & bank holidays. (Increasing one day per year to max. of 28 days)
- Essential criteria_
- Good market knowledge of pensions & investments.
- Excellent knowledge of Microsoft Office
- Excellent multi-tasking and prioritisation skills.
- Full driving licence and access to own transport as some travelling to other offices will be required periodically
- Desirable criteria_
- 2 years+ experience working within an IFA or Wealth management practice.
- Experience using Intelligent Office CRM system.

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