Senior IFA Administrator

Recruiter
Anthony Alexandra
Location
Leamington Spa
Salary
23000.00 - 28000.00 GBP Annual
Posted
10 Oct 2019
Closes
23 Oct 2019
Job Type
Administrator
Contract Type
Permanent

Anthony Alexandra are working in partnership with a Wealth Management firm based in the Lemington Spa area providing extensive Financial Planning to High Net Worth Clients.

This company is seeking a diligent and efficient self-starter Senior IFA Administrator with experience of working in administrative roles within Financial Services. The Senior IFA Administrator must have a keen eye for detail, confident telephone manner and excellent computer skills would be advantageous.

The duties of this Senior IFA Administrator role will comprise of:

  • Providing dedicated support to advisors
  • Pro-actively assisting as part of a team, developing current processes
  • Liaising with Advisors, Financial Providers, Clients and other team members
  • Frequently using the In-House system
  • Completing reports and client packs for advisers
  • Adhering to FCA policies and procedures

The requirements of this Senior IFA Administrator role include:

  • At least 2 to 3 years' experience working within an IFA environment
  • Previous experience processing applications and preparing suitability letters
  • Good knowledge of all Investments, Pensions and Protection Products
  • Financial Planning qualifications would be an advantage

The ideal candidate will be offered a salary of up to GBP28,000 and will be presented with a chance to progress within an exciting and dynamic team.

Keywords

IFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo / x-plan / Iress / Admin

Commutable from:

Lemington Spa / Coventry / Stoneleigh / Southam / Warwick / Blackdown / Stratford-upon-Avon / Tachbrook Mallory / Ettington