IFA Administrator

This well-established specialist firm of Chartered Independent Financial Advisers is seeking an experienced IFA Administrator in Warwickshire to provide advanced business support. An opportunity to join an office team of 7 staff supporting 11 advisers. This role is working very closely with the MD. The business provides holistic financial planning services including final salary transfers.

Responsibilities

• To be proactive and able to multi-task
• A high level of organisational skills required around general financial services administration to include New Business Processing on a range of Platforms particularly Standard Life/Transact/OMW/AJ Bell/Novia
• Prepare client illustrations
• Transact fund switches and portfolio rebalances
• To maintain and update client information on CRM System, so experience with Intelligent Office, essential
• Processing of DB transfers, liaising with companies and providers
• Continue personal development of skills and knowledge necessary for the effective performance of the role

Your Skills

• Good working knowledge of I/O
• Experience with a range of platforms
• Experience with DB transfers, desirable
• Competent IT user, a strong working knowledge of Microsoft Office & Outlook

About You

• A professional and positive attitude
• Strong interpersonal, organisational skills and efficiency
• Proactive, with an ability to multi-task
• Responsible, and courteous manner, alongside discretion in handling confidential information is paramount
• Capability to manage large workflow

Benefits

• £26k to £32k p.a. dependent upon financial services experience and knowledge
• 25 days holiday
• Death in Service
• Group Personal Pension
• Healthcare cashback scheme
• Working hours – 9-5 Monday to Friday, 1 hour lunch break, 8.30 - 4pm Fridays, 1/2 hour lunch break
• CII exams and training
• Parking