IFA Administrator
Salary: £25,000
Location: Stockton-On-Tees
Hours: Full or Part Time
Permanent Role - Office Based
Do you want to build your career as a Financial Administrator and join a competent, hard-working team? Do you have excellent interpersonal skills and a high attention to detail? Our client is looking for a resilient and ambitious individual who wants to drive their own performance and contribute to the success of a forward-thinking and growing company.
The Key Duties of the IFA Administrator
- Ensure accurately and timely record keeping
- Input data and produce records and documents as needed
- Preparing valuations of clients' investments and pensions
- Producing new document packs and preparation for client meetings
- Producing client portfolio review information and presenting this with meeting packs
- Undertake the necessary training and continuing professional development required by the regulatory authorities and the firm's supervisory team.
- Liaising with providers in the provision of valuations and other product information as needed either by phone, email or their own websites.
The Key Requirements of the IFA Administrator
- Minimum of 2 years' experience working in a whole of market advice environment as a Financial Services Administrator or similar is beneficial
- Have good IT skills and be knowledgeable in in Word, Excel, Outlook and use of provider websites
- Have excellent attention to detail
- Understanding of the Financial Planning process and a knowledge of regulatory compliance
If you are interested in the role and want to know more, please apply to the role or call the Business Development Team at Search, Leeds, for more information
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.