IFA Administrator

Accountancy jobs >> Accounting/Financial/Insurance




IFA Administrator required; any experience level considered. Great opportunity to join a Chartered firm where you can build a career.
Are you the experienced IFA administrator with a keen eye for detail we are looking to hire?
Can you play a key role at our company, help us to refine our processes and share your knowledge with the other team members?
We are looking for a technical administrator who is well versed in the workings of a busy financial planning practice. Experience is important, so is attitude and were also keen to hear from you even if you haven't worked at an IFA for long. If you think you are a good match for us, please apply.
This is an excellent opportunity to join a small group of people with a great team spirit who are keen to welcome you on board. This is an important role with lots of potential that will make great use of your experience and allow you to play a part in shaping the future of our business. We are 100% committed to the development of our team members. If you are a future financial planner, you can achieve that with us. If you want to be the best administrator you can be, we will help you get there.
This role will involve working closely with our Director, gathering information and financial data, helping to set up client cases, liaising with product providers and dealing with paperwork. It's a critical role to ensure everything runs smoothly and our clients are delighted.
The main areas include:
* Liaising with product providers and other team members.
* Collating information and documentation for clients cases.
* Diarising and checking for missing documentation and policy information.
* Maintaining client files, records, and paperwork.
* Ensuring business is compliant and meets regulatory standards.
* Completing and processing new business applications.
* Dealing with incoming post and advisers emails.
* Ensuring back-office systems are up to date.
* Ensuring processes are up to date and efficient.
Study support.
Essential Skills
* At least one years experience gained in a financial planning or wealth management business in an administration role.
* Highly organised with the ability to plan and prioritise.
* Excellent attention to detail with the ability to work to deadlines when required.
* Numerate, analytical, methodical with solid communication skills.
About the Company
We are well established and advise clients across the UK from our Derbyshire base. Our services include a wide range of personal and business financial planning from investments, pensions and inheritance tax and trusts to long term care and business exit strategies. We have an excellent reputation for our high customer service standards and our comprehensive knowledge and are one of only 6% of UK financial advisor firms to hold the Chartered Financial Planners accreditation the highest professional qualification its possible to achieve.
Further information
We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.
Adverts run for 30 - 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair, straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
Only shortlisted candidates will be contacted.
In order to give your application the best chance of success, please:
Check that you meet the criteria for the role.
Apply with a CV that is clear, concise and correct.
Tailor your CV to highlight your experience and relevant achievements to the position
  • 1
  • Negotiable
  • None
  • None
  • CV-5394
  • Permanent
  • 1

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