We are delighted to be working with this Chartered firm of financial planners who following an internal promotion now have an opportunity for a Senior IFA Administrator to join the business to support the team of advisers.
Role Overview
The role will be to provide comprehensive support to at least one of their senior advisers which could include the following tasks;
Preparing Client Portfolio reviews
Fund/Plan Performance analysis
Trades/Switches (processing through to sign off)
Sourcing/generating provider Illustrations
Income Modelling/Cashflow Planning
Gathering tax information/ Tax calculations
Pension calculations
New Business (processing through to sign off)
Drafting meeting summary communications for adviser
Drafting Suitability Letters
Provider communication (verbal & written)
Client communication (F2F,verbal & written)
Updating client database (Intelliflo)
Providing any other assistance the financial adviser may require in line with company procedures.
About You
Have a minimum of 3 years’ experience working for an IFA (Financial Planning) business
Level 4 CII (or equivalent) qualification
Experience in a similar role
Benefits
Competitive Salary DoE
Death in service benefit 2 x salary
Membership of a Health Cash Plan
Initially enrolled in workplace pension then - 5% employer pension contribution after 12months
Office based but flexible working hours *
*average 7.5 hours a day which can be worked flexibly between 8am & 6pm, Monday to Friday. Standard office hours are 8.45am to 5.15 pm. There is an option after the first 12 months of employment, once deemed competent to work from home day a week.
Senior IFA Administrator / Paraplanner, Northampton (BW-1915)
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