Experienced IFA Administrator - Northampton, United Kingdom - Pertemps Northampton

Description

Our client, based in Northampton require an Experienced IFA Administrator to join their team.

The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).

You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:

• Client communication (F2F, verbal & written).
• Updating client database (Intelliflo).
• Providing any other assistance the financial adviser may require in line with company procedures.
• Preparing Client Portfolio reviews.
• Fund/Plan Performance analysis.
• Trades/Switches (processing through to sign off).
• Sourcing/generating provider Illustrations.
• Income Modelling/Cashflow Planning (depending on experience).
• Gathering tax information/ Tax calculations.
• Pension calculations (depending on experience).
• New Business (processing through to sign off).
• Drafting meeting summary communications for adviser.
• Drafting Suitability Letters.
• Provider communication (verbal & written).

Benefits:

• DIS cover of 2* income and membership of a Health Cash Plan.
• Initially enrolled in workplace pension then - 5% employer pension contribution after 12months.