We are working with a successful financial services organisation in Altrincham to recruit for an IFA Administrator to join their growing administration function.
Client Details
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.
Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive IFA Administrator to develop their career in the finance world.
Description
As IFA Administrator, you will be responsible for:
- Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
- Administration support for valuations, transfers and client reviews in preparation for client meetings
- Liaising with client and advisers with updates, changes and all matters relating to their financial matters
- Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
- Invoicing clients for work completed
- Providing policy documents to client where appropriate
- Providing administration support to advisers following meetings with clients with agreed timescales
- Highlighting breaches or complaints to the Compliance Manager as quick as possible
Profile
The successful applicant for this role must have the following skills and experience:
- Previous experience working in an IFA or financial planning firm
- Knowledge of financial products and funds
- Experience of report writing, valuations and appraisals would be ideal
- Strong administration skill set
- Great communication skills
- Good working knowledge of Microsoft applications
- Up to date with current FCA Legislation would be ideal
- Relevant qualifications include Certificate in Financial Services/Planning
Job Offer
As IFA Administrator, you will get:
- £30,000 salary
- 25 days holiday
- Study support for professional development
- Pension contribution
- Healthcare
- Great environment to learn and develop
- Death in service
- On site parking