This Senior IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
As a Senior IFA Administrator, your duties will include:
Produce simple suitability letters and non-complex reports
Assist Paraplanners with gathering research and documentation for reports, recommendations and suitability letters.
Ensure all compliance paperwork is completed
Prepare application forms and paperwork required for the advice process
Process and manage standard and more complex new business and servicing through to completion
Chase progress of applications and inform the Financial Advisers should any issues arise
Process any servicing changes to clients investments
Prepare client portfolio valuations and review documents
Hold regular meetings with your Paraplanners and Financial Adviser to discuss ongoing and upcoming cases
Senior IFA Administrator Requirements
You must have experience within a financial planning firm and have supported Financial Advisers
You should have knowledge of financial planning products and the client process
You will ideally hold RO1 or CF1
You must have excellent numeracy and literacy skills (GCSE grades A C or 4 9)
You must be competent using Microsoft Office products and industry software
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.
Senior IFA Administrator Benefits
Salary of £28,000 - £32,000 depending on experience
Plus company benefits available immediately include group life cover, group income protection
Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
Hybrid based role with up to 2 days from home (may require additional days in the office during probation period)
Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 days birthday leave and 1 day for charity / community work each year
Location
North Somerset
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