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We have been asked to recruit an IFA Administrator for a company based in Northampton.
Day to day you’ll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews…
You’ll need to have a minimum of 3 years’ experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available.
The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression.
Below is a small overview of what you’ll be doing…
- Preparing Client Portfolio reviews.
- Sourcing/generating provider Illustrations.
- Drafting Suitability Letters.
- Provider communication (verbal & written)
- Client communication (F2F, verbal & written)
- New Business (processing through to sign off)
- Updating and maintaining control logs.
Please note, this is an office-based role but there is flexibility on the start/finish times.
If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment.
Even if you don’t have a CV, just get in touch and we can just have a conversation first.
