Candidate Requirements:
- Must be an experienced IFA Administrator and have supported Advisers previously
- Have solid knowledge of Pensions, Investments and Protection
- Possess competent IT skills
- Ideally have experience of Intellifo (Intelligent Office)
- Excellent inter-personal skills, both written and verbal
- Accurate with good attention to detail
- Able to manage their time effectively
Benefits:
- Mon-Fri 9-5
- 21 holidays (plus stats and off at Xmas, increases after 3 years)
- DIS after qualifying period
- Bonus
- Study support plus exam reward
Role:
A highly successful and well-established IFA Firm have an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle on a full-time basis. They pride themselves on the personal service they provide and are extremely client focussed.
Supporting two knowledgeable Advisers with complex work, responsibilities will include:
- Process new business
- Deal with investments - ISA's, unit trusts, pensions/transfers bonds, fund switches and encashments
- Produce valuations for various investments
- Deal with corporate clients and the management of their corporate schemes
- Produce comparisons and quotations then process applications for protection products
- Client liaison via telephone queries
- Liaising with third party providers
- Monitoring compliance records
Qualifications:
Industry qualifications whilst recognised, 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!