Job Description
This IFA Administrator job is available within a local IFA firm based in Northampton. This is an exciting opportunity with excellent career progression available for the successful individual to have pathway to becoming a Financial Advisor.
You will be working within their corporate pensions and employee benefits team who provide advice to their corporate clients. As such, you will be involved in providing renewals, review reports, obtaining new terms, liaising with clients and providers and ensuring records are accurately maintained.
This role offers pathway to develop into a Junior Financial Advisor role within 12 – 24 months, where you will be servicing their workplace members before eventually having your own client bank. The business would provide full support to assist you with obtaining your Level 4 Diploma in Financial Planning and guiding you through the training to become an Advisor. By working within an experienced team of varying roles, you will have excellent support around you to help as you learn and develop.
During your role as IFA Administrator, you will be focused on:
* Writing reports, which requires undertaking research
* Requesting key information and data from clients and providers
* Obtaining terms from providers during renewal stage and evaluate / negotiate for the best possible terms within deadlines
* Undertake administrative duties in line with regulatory requirements such as producing certifications, carrying out annual management charge reviews, re-declaration of compliance etc
* Managing and assisting with workplace enquiries and follow up actions from member meetings
IFA Administrator Requirements
* You should have 2+ years experience within an IFA / Wealth Management or Employee Benefits advice firm
* You should have good knowledge of financial services including pensions
* You should have Maths and English GCSE Level 5 / C or above
* Individuals with good knowledge of auto-enrolment and experience of administering corporate pensions / employee benefits (e.g. DIS, PMI, private health care) would be preferred
The Company
Our client has experienced steady growth recently and has built strong relationships with their clients and known for balancing professionalism and friendliness.
IFA Administrator Package
* Salary of up to £30,000 depending on experience
* Mainly office based role
* Plus benefits including pension, 6x group life cover, PHI cover, PMI cover and 25 days holiday rising to 27 and 30 days after milestones plus bank holidays
* Financial support for exams and CPD, including professional registrations paid in full
* Fully paid Christmas party and team events
* Future career progression to lead department and possible share options / board position
* 35 hours per week, 9am – 5pm, Monday to Friday with 1 hour for lunch
Locations
Northampton
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