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Ifa Administrator

4 months ago

Leicester, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Leicester
£23000 - £28000
15/02/2023
NJR13552

DESCRIPTION

IFA Administrator/ Trainee Paraplanner
Leicester
Salary up to £26,000

Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area.
This role will suit someone who has been working within financial services industry and has experience of administering Pensions & Investments. Our client offers a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations.
You will be working within a busy team providing Administrative support to a team of Financial Planners in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.

**Responsibilities**:
" Processing new business, Client Valuations, and Illustrations
" To obtain current fund values for investments and create reports from this information for customers in accordance with meeting Client expectations
" To carry out various research activities to assist in the advice process with clients.
" To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.
" To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)
" To manage the process of distributing customers' letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.
" To undertake general administrative duties (e.g. scanning, filing, preparing letters etc) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.
" To generate client facing documents in order to complete the advice process.

For further information please contact one of our specialist consultants quoting REF:NJR13552