Financial Services Administrator

6 months ago


Sheffield, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: Senior IFA Administrator

**Location**: Sheffield

**Benefits**: Competitive salary, Pension, Holiday and Parking

**Salary**:£25,000 - £28,000 per annum basic (depending on qualifications and experience)

**About the Company**:
We are searching for an enthusiastic and hardworking Senior IFA Administrator to join the team of a very prestige wealth management practice.

You should have good Financial Services knowledge and IFA Administrator experience.

**What Your Day to Day Duties Will Include as a Senior Administrator**:

- Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers.
- Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients.
- Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion.
- Processing new business properly and taking ownership for seeing it through to completion.
- Contribute to and assist in the production of management information for the Directors and senior team.
- Responsible for maintaining and ensuring that records and files are updated timely and correctly.
- Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise.
- Have excellent client relationship skills.
- Client data is held securely, and Data Protection considerations are complied with.
- Compliance with the firm’s policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies.

**What is Needed to Be Considered to be a Trainee Paraplanner**:

- At least 2 years Financial Services industry experience.
- Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred.
- Experience of working in a team, as well as corresponding directly with clients and third party providers.
- Excellent verbal and written communication skills. A professional telephone manner is important.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: 1653



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