IFA Administrator

IFA Administrator

Nr Loughborough, Leicestershire (our Ref AL1409)

Salary c£26,000 depending on experience + benefits and performance related bonus

Full time position, office based, although consideration may be given to part time and hybrid working

My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.

The role will be varied and you will work closely with the Director, in providing a first-class service to their clients. Should you wish to work towards taking CII qualifications then this can be supported.

Main responsibilities:

• Liaising with clients and handling queries
• Working closely with the Director
• Working closely with the Company’s Network, ensuring that all practices and procedures are implemented and followed effectively
• Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo / Intelligent Office)
• Preparing Suitability Reports from templates
• Processing new business and ensuring smooth and timely completion
• Ensuring compliance requirements are adhered to
• Quotations and Valuations

The Ideal Person:

• Wealth Management Administration experience
• Intelliflo / Intelligent Office / FE Analytics experience
• IT literate (Microsoft Office etc)
• Good verbal and written communication skills
• Ability to prepare accurate Suitability Reports
• Able to work independently, efficiently & accurately and to use own initiative
• Good time management skills with the ability to manage own workflow

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