This established Advisory firm seek an IFA Administrator in Nottinghamshire to provide advanced business support for two Financial Planners.
Responsibilities
To be proactive and able to multi-task whilst providing research, client valuations and processing new business
A high level of organisation skills required around general financial services administration
To compile basic suitability reports from structured templates. E.g. fund switches, OEIC to ISA, and client review letters
Preparing research, agendas, and paperwork for client review meetings
Being responsible for following process and procedures
To act as a liaison point for clients and providers
To maintain and update client information, within Iress Xplan and AWS Morningstar
Pursue personal development of skills and knowledge necessary for the effective performance of the role
Your Skills
Keen to develop your industry knowledge - the company will offer a supportive environment for continual learning
Competent IT user, a strong working knowledge of Microsoft Office & Outlook
Working knowledge of XPLAN Software and AWS Morningstar would be an advantage
Have at least 4 years plus relevant experience, within a senior administrational role in Financial Services
Experience within report writing
About You
A professional and positive attitude
Strong interpersonal skills
Strong 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
A competitive salary of £22K to 26K dependent upon financial services experience and knowledge
Annual discretionary bonus scheme
25 plus Bank holidays
Long-Term Sickness Policy – tapered and payable for up to 3 months
Death in Service – 2 x salary
Pension – via auto-enrolment
Working hours – 35 hours per week. Flexibility to work 8-4 or 9-5 on a rota, following successful probation period. Finish at 4pm on Friday. Working from home is an option after one years’ service
Senior IFA Administrator, Nottingham (JR-1504)
This established Advisory firm seek an IFA Administrator in Nottinghamshire to provide advanced business support for two Financial Planners.
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