IFA Administrator

***IFA ADMINISTRATOR***Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position. Salary c.£25-32K depending on experience plus benefits which include being part of an Employee Ownership Trust and quarterly incentivesKey responsibilities for the IFA Administrator include,Input client details onto an in-house systemNew business administrationLiaise with clients for new business information, Terms of Business, tax returnsFile checking for completenessLiaise with product providers (e.g., for valuations, trusts, product terms)Help advisers with meeting preparation, new client packs, agendas etc.Supporting the Investment Proposition as necessaryInvolvement in wider company projects as appropriateThe ideal IFA Administrator will need, A background in Financial Services/Paraplanning preferred or a desire to enter the IFA industryEnsure all client files are compliant on an ongoing basisRespond to client contact and requests quickly and correctlyKeep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accuratelyStrong organisational and time management skillsExcellent attention to detail and accuracyHave a supportive and collaborative approachNote this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position.
#J-18808-Ljbffr