Senior IFA Administrator - Sheffield, United Kingdom - TEMPLEGATE RECRUITMENT LIMITED

Description

TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title: Senior Administrator

Location: Sheffield

Benefits: Competitive salary, Pension, Holiday and Parking

Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience)

About the Company:

We are searching for an enthusiastic and hardworking Senior IFA Administrator to join the team of a very prestige wealth management practice.

You should have good Financial Services knowledge and IFA Administrator experience.

What Your Day to Day Duties Will Include as a Senior Administrator:

• Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers.
• Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients.
• Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion.
• Processing new business properly and taking ownership for seeing it through to completion.
• Contribute to and assist in the production of management information for the Directors and senior team.
• Responsible for maintaining and ensuring that records and files are updated timely and correctly.
• Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise.
• Have excellent client relationship skills.
• Client data is held securely, and Data Protection considerations are complied with.
• Compliance with the firm's policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies.

What is Needed to Be Considered to be a Trainee Paraplanner:

• At least 2 years Financial Services industry experience.
• Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred.
• Experience of working in a team, as well as corresponding directly with clients and third party providers.
• Excellent verbal and written communication skills. A professional telephone manner is important.

Apply today to be considered for this Trainee Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.