Recruit Wealth are proud to be representing one the UK’s best known national Financial planning and Wealth Management businesses.
Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition.
Our clients mission is to make a positive difference to people’s lives and finances and to help their clients live the life they want and deserve.
With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space.
Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs.
IFA Administrator - Role Profile
* Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports
* Run Risk Profiler results via FE Analytics
* Processing New Business
* Ensuring all compliance documents on file/provided by adviser prior to submission
* Submission to providers direct or electronically via platform
* Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages
* Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
* Producing Risk Profiler results where required
* Preparing valuation reports
* Preparing documentation for client review appointments
* Preparing review checklist for adviser/client appointments
* Preparing half yearly valuation reports for issue to client
* Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
* Updating back-office system to maintain accurate client data/records
* Client liaison and assisting with queries
* Filing/scanning/photocopying/post/franking/answering phone calls
Skills, Experiences & Desirable's
Able to support Financial Planners with high profile and complex clients
Proactive in ensuring quality service to clients
Demonstrating excellent customer communication and relationship building
Confident communicator
Team working and collaboration
Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines
Able to assist wider team with task management, planning and prioritising of work
Exceptional attention to detail and accuracy
Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise
Clear understanding of precise conduct rules and compliance requirements
Demonstrate honesty and integrity
Adaptability
Enthusiasm
Dependability
Personal and professional commitment
What’s on offer?
Private Pension, Excellent annual holiday allowance with increase on length of service, Group Life cover x4 salary, Income protection, Company sick pay, Employee Assistance Program, Financial wellbeing, Progression, Annual reviews on salary/performance via management and human resources, Support for continuous professional development, Hybrid working.
Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture.
Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry.
We hold the business in extremely high regard and welcome applications as soon as possible.
Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity