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Senior IFA Administrator

  • Shortlist
Location NOTTINGHAM , Nottingham
Sector Financial Services
Salary £22,000 - £26,000 Per Annum
Type Permanent
Consultant Alex Russon
Ref 61472

An award winning IFA who provides financial advice on areas such as Retirement Planning, Business Protection, Inheritance Tax Planning, individual and group Pension schemes are looking for a Senior IFA Administrator to join their existing team.

The right candidate will have experience in the financial services environment as well as a some knowledge of report writing.

 

Purpose of the Role:

  • To provide business support to Financial Advisers, working within the agreed business objectives
  • To be proactive within this varied role, which will encompass elements of report writing, compliance, research and general financial services administration
  • Potential to also work with the Practice Manager and further develop the role
  • To maintain the highest possible ethical and professional standards at all times

 

Responsibilities:

  • Administrative support to encompass the processing of research, new business and client valuations 
  • To compile suitability reports from structured templates
  • Preparing research, agendas and paperwork  for client review meetings
  • To act as a liaison point for clients and providers
  • To maintain and update client information
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role
  • To be able to prioritise your own workloads, plus that of an Adviser
  • Professional, responsible and courteous manner, alongside discretion in handling confidential information is paramount
  • Organised, being able to work on your own initiative

What do I need:

  • Good working knowledge of all Microsoft programs
  • Knowledge of IRESS/XPLAN  Software and AWS Morningstar would be an advantage
  • Hold FPC, Cert PFS or similar qualification and to be working towards level 4 Diploma qualification