Ifa Administrator - Leeds, United Kingdom - Page Personnel - UK

Page Personnel - UK
Page Personnel - UK
Verified Company
Leeds, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
IFA Administrator

  • Growing financial firm in Altrincham

About Our Client:


This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

Based in Leeds, you will join a successful, reputable firm which will offer good growth prospects.

As IFA Administrator, you will be responsible for:

  • Processing new business for advisers/planners, completing trades/fund switches, liaising with product providers and ensuring new business is administered correctly
  • Administration support for valuations, transfers and client reviews in preparation for client meetings
  • Liaising with client and advisers with updates, changes and all matters relating to their financial matters
  • Maintaining the accuracy of client data on the system, ensuring all compliance regulations are being met
  • Invoicing clients for work completed
  • Providing policy documents to client where appropriate
  • Providing administration support to advisers following meetings with clients with agreed timescales
  • Highlighting breaches or complaints to the Compliance Manager as quick as possible

The Successful Applicant:

The successful applicant for this role must have the following skills and experience:

  • Previous experience working in an IFA or financial planning firm
  • Knowledge of financial products and funds
  • Experience of report writing, valuations and appraisals would be ideal
  • Strong administration skill set
  • Great communication skills
  • Up to date with current FCA Legislation would be ideal
  • Relevant qualifications include Certificate in Financial Services/Planning

What's on Offer:


As IFA Administrator, you will get:

  • £25,000-30,000 salary
  • 25 days holiday
  • Study support for professional development
  • Pension contribution
  • Hybrid working
  • Great environment to learn and develop
  • Social events and awards
  • Special training and development programmes/opportunities
  • Contact
  • Martin Christian
  • Quote job ref
  • JN
  • Phone number
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