Ifa Administrator - Liverpool, United Kingdom - Page Personnel

Page Personnel
Page Personnel
Verified Company
Liverpool, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Exciting IFA Administrator Opportunity

  • Thriving Firm

About Our Client:


This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team.

They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisors.

This business have a great culture and really nurture their staff and let people carve out their own careers.

On a day to day basic you can expect to be:

  • Preparing portfolio valuations, producing illustrations and processing of new business.
  • Arranging meetings with clients for the advisers.
  • Handling client's requests and queries.
  • Preparing suitability reports for the approval of the Financial Adviser in line with the company policy.
  • Sending reports and investment information to clients.
  • Accurately submitting data on the system for clients.
  • Familiar with the software 'Intelliflo' (desirable but not essential).
  • Ensuring work is completed in specified timelines.

The Successful Applicant:


The successful IFA Administrator will require the following:

  • Previous experience working in an IFA or similar role
  • Financial services experience is a must
  • Strong administration skill set
  • Great communication skill s
  • Up to date with current FCA Legislation would be ideal

What's on Offer:


This IFA Administrator role will offer the following:

  • £24,000
  • £28,000
  • Dependant on experience
  • 24 days holiday + bank
  • Flexible working hours
  • Pension scheme
  • Death in service
  • Health care
  • Study support could be offered
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