Ifa Administrator - Kettering, United Kingdom - GCB Agency Recruitment

GCB Agency Recruitment
GCB Agency Recruitment
Verified Company
Kettering, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Location:
Northamptonshire, Kettering

  • Discipline:
Financial Services

  • Job type:
Permanent

  • Benefits:
£25,000 - £30,000 Basic

  • Published:
  • Expiry date:


We are currently looking for an IFA Administrator to join our clients, a successful independent firm in the Kettering area.

My clients are an established independent firm with the main aim of building a trusted relationship designed to offer exceptional personal service to help plan for a secure financial future.

This role is available to provide a professional level of administrative support to Investment advisers & Paraplanners.


Working hours:

As an IFA Administrator, you'll be required to work Monday - Friday, 9 am - 5 pm.


The successful IFA Administrator will be offered:

  • £25,000
  • £30,000 Basic (Depending on Experience)
  • Pension
  • DIS
  • Free Parking
  • 25 Days Holiday + Bank Holidays.

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

  • Previous experience within financial services, ideally in an IFA.
  • Experience using Microsoft Office
  • Excellent Communication Skills
  • Strong Organisation Skills
  • Ability to work as part of a team and on your own.

As an IFA Administrator, your role will involve:

  • Ensure that supplies of blank forms required by Advisers are kept well stocked and up to date and advise the Office Manager of any other items needed.
  • Send Letters of Authority to providers, chasing the information and then informing the adviser/paraplanner as appropriate.
  • Prepare paperwork for all client meetings, including report and document printing and valuation calculations ensuring that all deadlines are met.
  • Liaise with clients, providers, and other professional bodies in order to progress cases.
  • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, and actioning or allocating to others as necessary.
  • Communicate with colleagues on compliance matters as they arise and highlight any areas of specific interest.
  • Assist the Management Team on any administrative or officebased tasks as deemed appropriate.


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

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