Job Description
* IFA Administrator
* Office-based
* Up to £30k
Are you looking to break in financial services, or perhaps you have a 1-2 years' experience as an IFA Administrator and feel that you've hit a ceiling? My client is seeking an individual to invest in where they will be supporting the wider team, whilst my client supports their career moving forward.
My client is going under a period of growth where opportunities are naturally presenting themselves, so if you're an aspiring Paraplanner or IFA, my client is a forward thinking company that would look to support you.
Day-to-day of the role:
* Carry out administrative tasks supporting both the sales process and client review process.
* Communicate effectively with clients via letter, email, and telephone
* Use initiative and judgement in administering work, ensuring organisation and prioritisation of tasks.
* Maintain high-quality client files and record-keeping.
* Process new business applications, ensuring all documentation is correct.
* Manage incoming and outgoing post.
* Utilise back office systems such as Intelliflo to maintain client records.
* Understand investment platforms and read fund valuations in client portfolios.
* Complete quarterly online training in compliance areas such as anti-money laundering and data protection.
* Support paraplanners in preparing simple suitability reports and other documents.
Required Skills & Qualifications:
* Preferably prior experience in an IFA capacity.
* Good keyboard skills and PC literacy, with proficiency in Microsoft Word and basic knowledge of Microsoft Excel.
* Ability to work both in a team and independently to high standards.
* Experience with back office systems, ideally Intelliflo.
* Understanding of compliance issues related to financial services.
Benefits:
* Up to £30k
* Flexible working
* Study support including exam support, study texts, & study leave.
* 25 days holiday, increasing by 1 day per year of service
* Pension contribution of 5%
* DIS x 4
* Private Medical Insurance for you and partner
* Full internal training on back office systems, products, and processes.
* Time off for CPD relevant to the role.
* Free Parking
Synonyms
IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator