Candidate Requirements:
- Previous experience working as an IFA Administrator, with knowledge of pensions and investments
- Ability to build relationships with clients and providers
- Able to work under own initiative and prioritise work
- Strong and effective communicator
- A keen eye for detail
- Team player
- Knowledge of XPLAN would be desirable, not essential
Benefits:
- 9am-5pm - (rigid - no working late here!)
- 25 days holiday, increasing with service, plus stats
- Pension 5%
- 4x DIS
- Annual bonus (up to 7% of salary), paid November
- Team events
- Study Support (if desired)
- Free parking
Role:
Are you an experienced IFA Administrator looking for a new challenge, in a smaller environment, where your efforts will be justly rewarded?
Due to internal promotion and increasing levels of business, our client in Teesside (North), has an immediate opportunity for an IFA Administrator, to join the paraplanning and small admin team. The team are inclusive and friendly, share and support each other and this professional business has a true 'family' feel. You'll be encouraged to develop your career (if desired) and you'll be proud to work with a team who excel in looking after their clients and providing a quality service.
Additionally, the benefits are great, including fabulous offices, team days, free parking and a generous annual bonus.
Responsibilities:
- Liaising with advisers, clients and providers
- Oversee administration and processing to completion
- Obtain illustrations and ensure support material is available
- Processing of commissions and payments
- Complete online processing of business on provider portals
- Check provider reports
- Raise invoices
- Enter and maintain client information on XPLAN system
Qualifications:
Industry qualifications are not essential
Know someone who the above job would be a perfect fit for?
REFER THEM ...and receive £250 when they start in their new role!