Senior IFA Administrator
Type: Permanent
Reference: 224533614
Job Description:
Senior IFA Administrator (Our ref AL1396)
Quorn, Nr Loughborough, Leicestershire (Hybrid option available – 3 days in office, 2 days at home)
Salary £26,000 - £29,000 depending on experience
My client is a Chartered Financial Planner and due to continued growth, they now have an exciting new opportunity for an experienced IFA Administrator to join their team.
The role will be varied and you will work closely with the Director and office manager, in providing a first-class service to their clients. Whilst an individual who wishes to remain in an administrative support role is very much welcomed, there is also the possibility of being supported to take CII qualifications and work towards other roles as they become available.
Main responsibilities:
- Working closely with the Director and Office Manager
- Managing client reviews, both pre-and-post meeting
- Preparing Suitability Reports from templates
- Occasional client facing meetings
- Processing new business and ensuring smooth and timely completion
- Ensuring processes followed and FCA standards are met
- Ensuring compliance requirements are adhered to
- Preparing quotations and valuations
The Ideal Person:
- Wealth Management administration experience
- Knowledge of IFA administration and processes
- Technical knowledge of pensions and investment administration
- IT literate (Microsoft Office etc)
- Knowledge of Intelliflo, FE Analytics and Truth would be advantageous but not essential as training will be provided
- Good verbal and written communication skills
- Able to work independently, efficiently & accurately and to use own initiative
- Good time management skills with the ability to manage own workflow
- Used to working to timescales
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.