Senior IFA Administrator

Reed Insurance
07 Sep 2017
05 Oct 2017
Job Type
Contract Type
My client are a nationwide firm of Independent Financial Advisers advising across a range of financial products including Investments, Personal Pensions, Corporate Pensions, Protection, Mortgages and Life Assurance. The firm are set for more growth plans this year and early next year with a few business acquisitions lined up. They are currently seeking an experienced Senior IFA Administrator to join their established support team function within the business.

Responsibilities include:

• Write and format suitability reports in accordance with Company guidelines
• Prepare new business and review packs for IFA client meetings
• Pre-population of application forms, money laundering, fact finds and other required documentation
• Obtain research when requested for protection and annuity products
• To provide comprehensive administrative support to a number of senior IFAs

Experience needed:

• Must have knowledge of both Pensions and Investments
• Experienced using Microsoft Word, Excel & Outlook
• Experience of using all key financial services platforms, in particular WRAP platforms
• Committed to take & pass both RO1 and RO5 exams

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