Account Executive (IFA Administrator)/Trainee

Candidate Requirements:
Previous experience working as an IFA Administrator, with knowledge of pensions and investments
Previous administration experience (trainee)
Ability to build relationships with clients and providers
Able to work under own initiative and prioritise work
Strong and effective communicator
A keen eye for detail
Team player
Knowledge of XPLAN would be desirable
Benefits:
9am-5pm - (rigid - no working late here!)
25 days holiday, increasing with service
Pension 5%
4x DIS
Annual bonus (up to 7% of salary), paid November
Study Support
Free parking
Role:
Are you an experienced IFA Administrator looking for a new challenge, in a smaller environment?
Or an Administrator at the beginning of your career, keen to move into Financial Services and be part of a great, privately-owned business?
Due to internal promotion and increasing levels of business, our client in Teesside (North), has an immediate opportunity for an IFA Administrator and an additional trainee Administrator. The team are inclusive and friendly, share and support each other and the business has a true family feel. Youll be encouraged to develop your career (if desired) and youll be proud to work with a team who excel in looking after their clients and providing a quality service.
Additionally, the benefits are great, including team days, free parking and annual bonus.
Responsibilities:
Liaising with advisers, clients and providers
Oversee administration and processing to completion
Obtain illustrations and ensure support material is available
Processing of commissions and payments
Complete online processing of business on provider portals
Check provider reports
Raise invoices
Enter and maintain client information on XPLAN system
Able to take on additional office administration including typing, photocopying, maintaining filing system, dealing with post etc.
Qualifications:
Industry qualifications 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!
JBRP1_UKTJ