Ifa Administrator - Nottingham, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

Nottingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently looking for an IFA Administrator to join our clients, a well-established Financial Planning firm in the Nottingham area.

Working hours:

As an IFA Administrator, you'll be required to work Monday - Friday (Mon & Fri at Home)

The successful IFA Administrator will be offered:

Basic Salary
£24,000
£26,000
Holidays 26 days + bank holidays, plus additional holidays with longer service.
Pension up to 6% matching contributions and can be done via salary sacrifice.
DIS 3x salary.
Perks portal with various wellbeing benefits such as online and telephone GP service, counselling, shopping discounts and more.
Parking is paid for by the company.
Flexible and hybrid working (Mon & Fri at home, Tues-Thurs in the office)
Annual team day

To be considered for the IFA Administrator role you must have the following:

Administration experience in a financial planning company for at least two years.
Experience in processing authority letters and gathering data about a client's investments, pensions, and life assurance policies.
Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, and withdrawals.
Financial administration qualifications would be advantageous.
Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investments.

As an IFA Administrator, your role will involve:

Processing authority letters and gathering financial data for new clients and annual reviews.
Processing financial transactions on platforms.
Preparing client reviews, including gathering financial data, updating goals information, and setting up meetings.
Providing administrative support to the financial planners and paraplanners as required.
Supporting clients with administrative queries and communication as required.

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.