IFA Administrator
3 months ago
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team.
Key Requirements and Skills:
Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and related issues through formal and informal learning Good communication skills (written and verbal) that are effective and meet business needs Ability to prioritise and organise own workload Ability to work under pressure and to deadlines IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial Accuracy of work and attention to detailKey Responsibilities:
New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Administration of Group Pension schemes Administration of Group Risk Schemes Liaising with clients, product providers and other relevant third parties Ensure back offices systems are kept up to date including client and provider data Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system Obtaining illustrations and supporting literature Supporting the Financial Planners in research and analysis to meet client needs and objectives Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCABenefits:
Competitive salary 25 days holiday Company Pension Scheme Group Life insurance Cash plan-
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High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout the Company: Our client in High Wycombe is offering an exciting opportunity to join their team as a Senior IFA Administrator . Why Apply? Career Growth: Join a company that supports your development and offers opportunities for increased responsibility. Flexible Working: Office-based with the option for hybrid work once settled, offering a...
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IFA Administrator
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout the Company: Our client in High Wycombe is offering an exciting opportunity to join their team as a Senior IFA Administrator . Why Apply? Career Growth: Join a company that supports your development and offers opportunities for increased responsibility. Flexible Working: Office-based with the option for hybrid work once settled, offering a...
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High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeCareer Growth: Join a company that supports your development and offers opportunities for increased responsibility. Flexible Working: Office-based with the option for hybrid work once settled, offering a great work-life balance. Efficient Administration: Manage new business submissions and track progress across investment platforms. Oversee client...
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High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeCareer Growth: Join a company that supports your development and offers opportunities for increased responsibility. Flexible Working: Office-based with the option for hybrid work once settled, offering a great work-life balance. Efficient Administration: Manage new business submissions and track progress across investment platforms. Oversee client...
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