Newcastle/Lyme
IFA Administrator – Stoke-on-Trent
Up to £35,000 – Full-time – Permanent – Hybrid possible
Are you an IFA Administrator looking for a role where your skills are truly valued? A dynamic financial advisory firm in Stoke-on-Trent is seeking a highly competent individual to join their team. This isn’t just about processing; it’s about being a critical support to financial advisors and ensuring the firm’s smooth operation.
You’ll be instrumental in managing essential client paperwork, executing switches and valuations, and handling crucial data input. We need someone proficient with key industry systems: Intelligent Office (IO), Dynamic Planner, FT Analytics, and Fidelity. If you know these platforms, you’re exactly who we’re looking for.
This role suits a meticulous individual with a proactive work ethic and a commitment to precision and compliance.
What We’re Looking For:
- Proven experience in IFA administration.
- Strong proficiency with IO, Dynamic Planner, FT Analytics, Pensions, and Fidelity.
- Excellent organisational skills and a sharp eye for detail, especially with documentation.
- Effective communication abilities.
What This Opportunity Offers You:
- Competitive remuneration package – your expertise will be recognised.
- 37.5-hour work week – a healthy work-life balance.
- Death in Service benefit – added security.
- On-site parking – hassle-free commutes.
- Birthday leave – celebrate!
- Flexible working hours – adaptable to your life.
- Option for hybrid working post-induction – greater autonomy.