IFL Operations Specialist

3 days ago


Stockport, Stockport, United Kingdom Page Personnel Sales Full time
About Us

We are Page Personnel Sales, a leading recruitment agency specialising in sales and marketing jobs. We pride ourselves on building long-lasting relationships with our candidates and clients, providing exceptional service and expert advice every step of the way.

About the Role

We are currently seeking an experienced Senior IFA Administrator to join our team. The successful candidate will have previous experience working in an IFA or financial planning firm, with a strong administration skill set and excellent communication skills.

Key Responsibilities
  • Supporting our advisers with administrative tasks and ensuring the smooth operation of our business
  • Processing new business from start to completion
  • Preparing portfolio valuations and producing illustrations
  • Assisting advisers with research and report writing
  • Arranging meetings with clients for the advisers
  • Handling clients' requests and queries
  • Preparing suitability reports for the approval of the Financial Adviser in line with company policy
  • Sending reports and investment information to clients
  • Accurately submitting data on the system for clients
  • Ensuring work is completed within specified timelines.
Requirements
  • Previous experience working in an IFA or financial planning firm
  • Experience of report writing and research
  • Strong administration skill set
  • Great communication skills
  • Excellent attention to detail
  • Good working knowledge of Microsoft applications
  • Up to date with current FCA legislation
  • Knowledge of various providers and software such as Intelligent Office (IO) and FE Analytics
What's On Offer
  • £31,000 per annum
  • 26 days holiday
  • Performance-related bonus
  • Study support for professional development
  • Pension contribution
  • Company bonus scheme
  • Hybrid working - 50/50 split
  • Flexible working with core hours policy
  • Healthcare
  • Great environment to learn and develop


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