Technical IFA Administrator
Based Northampton
Salary: £27,000 - £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn't materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you.....
The company and role:
- Our Client is a Chartered Independent IFA who are now looking for a Technical IFA Administrator to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to Chartered.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
Further information
- Full time, office-based role
- 7.5hrs per day - flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.