IFA Administrator
Nottingham (Our Ref AL1304) Hybrid
Salary benchmark c£25,000 (£21,000 - £28,000 dep on exp) + benefits
My client is an award-winning Nottinghamshire based IFA and they now have an exciting opportunity for an experience IFA Administrator to join their team. The role is full time, Monday to Friday, however, you will work from home on Mondays and Fridays.
About you
We are looking for someone with specific experience and skills.
- Administration experience in a financial planning company for at least two years.
- Experience in processing authority letters and gathering data about a client's investments, pensions and life assurance policies.
- Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
- Experience in gathering information for review including valuations, charges and performance and any other specific information required.
- Financial administration qualifications would be advantageous.
- Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
- You just be a good communicator, a team player and able to prioritise your workload.
Job role
- Processing authority letters, and gathering financial data for new clients and annual reviews.
- Preparing application forms and client documentation.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Dealing with the post, emails and any correspondence relating to clients or their financial situation.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.