IFA Administrator
3 weeks ago
Company Overview:
Lime People Search & Select Ltd is a reputable firm based in Sheffield, providing financial services to businesses and individuals. We specialize in pensions and retirement planning, as well as holistic financial planning.
We are currently seeking an experienced IFA Administrator to join our team of Administrators, supporting the Financial Advisers within the business. This role involves ensuring clients can plan for a comfortable retirement by providing a 1st-class service.
Key Responsibilities:
- Sending letters of authority to financial providers
- Chasing providers for required information
- Keeping clients updated on the progress of their cases
- Issuing advice recommendation packs to clients
- Submitting advice and annual review reports via the Intelliflo back office system
- Providing a high level of customer service and care throughout the client journey
About the Role:
This is a fantastic opportunity for an experienced IFA Administrator to work with our team. We offer a competitive salary and training and development opportunities for career progression.
Requirements:
- 1-3 years' experience working as an Administrator in a financial planning or financial services firm
- Strong understanding of the IFA process and associated regulatory requirements
- Good product knowledge across pensions, retirement planning, investments, etc.
- Excellent communication skills and ability to prioritize workload
- Experience with the Aviva platform is an advantage, as well as additional financial services qualifications
Benefits:
A competitive salary package is offered, along with ongoing training and development opportunities. If you have the necessary experience and skills, we encourage you to apply.
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