Ifa Administrator
5 months ago
**Our Chorley based client are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.**
You will be joining an award winning firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
**Supporting a team of paraplanners & advisers, duties & responsibilities will include**:
- Obtaining illustrations
- Keeping the back office system up to date
- Acquiring client portfolio valuations
- Preparation of annual review packs for client meetings
- Acting as a key point of contact for financial planners & clients
- Liaising with product providers
- Actioning LOAs
- IFA/ financial planning administration experience (essential)
- Willingness to work towards the level 4 diploma (desirable)
- Knowledge of provider platforms
- Experience of using Intelligent Office (desirable)
- Highly organised
Please submit the latest version of your CV to be considered for this opportunity
**Salary**: £24,000.00-£30,000.00 per year
**Benefits**:
- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Private dental insurance
- Private medical insurance
Flexible Language Requirement:
- English not required
Schedule:
- 8 hour shift
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: C2901A
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