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This Technical IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.
In this Technical IFA Administrator role, you will be providing full end-to-end support to a Financial Adviser, ensuring the client receives first-class service. This is a well-rounded role with responsibilities including:
- Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
- Obtaining and processing Letters of Authority
- Obtaining recent product valuations
- Preparing client meeting packs with the correct, up to date information and drafting cashflow modelling
- Action fund switches
- Assist with ensuring attitude to risk questionnaires are completed
- Organising client appointments and ensuring the Adviser is prepared accordingly
- Processing new business cases
- Liaise with providers to chase / resolve and issues and update the relevant individuals accordingly
- Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers
Our client would provide full on-the-job training to enable you to succeed in your role.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Technical IFA Administrator Requirements
- You should have 2+ years’ experience as an IFA Administrator
- You should enjoy working within a fast-paced environment and have excellent accurate data input
- You should be confident using Microsoft Office and be comfortable using industry software such as XPlan / Curo
- You should have an organised approach to your work and be able to handle multiple cases simultaneously
- You should be confident working independently and within a team
Technical IFA Administrator Benefits
- Salary of up to £30,000 depending on experience
- Plus, generous non-contributory pension, DIS, 25 days holiday plus bank holidays
- Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
- 37.5 hours per week, Monday to Friday
- Working within a business that is passionate about helping their clients
- Regular paid team events through the year to get involved in
Locations
South Leicester
Call us now on (phone number removed) or click Apply
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