Ifa Administrator

We are an established financial advisory business helping both individuals and businesses for over 22 years. We are always looking for enthusiastic individuals to join our team and grow with us.

**About the role**

Working alongside our Financial Advisers and other team members to assist them with all aspects of our wealth management business.

**Key Responsibilities**
- Analysing client’s existing investments and pensions.
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
- Fund research, product analysis
- Researching the marketplace and providing information on new and existing products and services
- Liaising with providers
- Prepared client meeting packs
- Writing suitability reports. Preparing compliance files. Producing financial reports
- Assisting the advisers in their client dealings.

**Skills and Experience Desired**
- 1 year's experience within a financial services firm working with pensions and/or investments, preferably within an IFA firm
- Organised and strong attention to detail
- Excellent compliance record with detailed understanding of the FCA requirements
- Strong interpersonal skills with excellent communication and ability to build strong lasting relationships
- In depth technical knowledge and understanding of all financial planning areas
- Ability to work independently and in a team
- Good reporting writing and IT skills
- Working towards Level 4 Diploma for Financial Planning

**Offer**:

- On-going training
- Great opportunities with long term career progression
- Full time office based work
- Regular office team lunch, dinners and outings

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

**Salary**: From £22,000.00 per year

Schedule:

- Monday to Friday

**Experience**:

- working within a financial advisers firm: 1 year (preferred)

Work Location: One location