IFA Administrator

My client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning.

We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and primarily to support the Financial Advisers of the business and servicing their clients, by producing compliant documentation.

Specifically you'll be responsible for:

• Receiving and opening all incoming correspondence, scanning and logging documents onto thesystems as required.
• Acting as the first point of contract to providers and clients and supporting them with queriesrelating to their portfolio of products.
• Receiving incoming requests and producing review packs for the Financial Advisors in a timelymanner to support Advisor / Client annual reviews.
• Conducting research using research tools such as FE Analytics, Dynamic Planner and Smart Searchto ensure review packs are produced with up-to-date and accurate information.
• Obtaining valuations in relation to Pensions, Protection, Savings and Investment products andconsolidating valuations from several providers to present to the Advisors in preparation forreview meetings.
• Using Intelligent office to add, configure, navigate and update client records and complete a factfind report which is compliance ready.
• Uploading review pack documentation to a Digital Wealth Management platform to allow theAdvisors to advise and service clients during virtual meetings.
• Use of a Diary Management System to track work flow and update completed tasks.
• Preparing and posting letters and documents required for the successful transfer or set up of newclients.

We would be seeking candidates witth around 1-3 years experience working within the Financial Advice / Financial Services sector with a level of Financial Services knowledge across Investments, Pensions, Retirment / Estate Planning. You will also have good working knowledge of Microsoft Office products such as Word, Excel, Outlook and a good basic education in Maths and English.

A great salary is offered for this fixed term 1 year contract, which will potentially be renewed or with a chance of being taken on permanently.