We are working with a successful wealth management organisation in Leeds to recruit for a Senior IFA Administrator to join their growing administration function.
Client Details
This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture their staff and let people carve out their own careers.
Description
As Senior IFA Administrator, you will be responsible for:
- Processing new business from start through to completion
- Preparing portfolio valuations, producing illustrations
- Assisting advisers with research and report writing
- Arranging meetings with clients for the advisers
- Handling client's requests and queries
- Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
- Sending reports and investment information to clients
- Accurately submitting data on the system for clients
- Ensuring work is completed in specified timelines.
Profile
The successful applicant for this role must have the following skills and experience:
- Previous experience working in an IFA or financial planning firm
- Experience of report writing and research
- Strong administration skill set
- Great communication skills
- Excellent attention to detail
- Good working knowledge of Microsoft applications
- Up to date with current FCA Legislation
- Knowledge of various providers and software such as Intelligent Office (IO) and FE Analytics
Job Offer
As Senior IFA Administrator, you will get:
- £28,000-34,000
- 25 days holiday
- Study support for professional development
- Pension contribution
- Company bonus scheme
- Hybrid working - 3 days working from home
- Healthcare
- Great environment to learn and develop