Ifa Administrator - Preston, United Kingdom - PB Recruitment Consultants

PB Recruitment Consultants
PB Recruitment Consultants
Verified Company
Preston, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

A highly reputable, multi-office independent financial practice and provider of accounting, business advisory and wealth management services, currently require an experienced Remote / Hybrid Financial Planning Administrator, IFA Administrator to join its team

An exceptional opportunity for an experienced IFA Administrator to work mainly on a remote basis for one of the most reputable, higher end financial planners, offering a very competitive negotiable base, career progression and a superb benefits package.

The IFA Administrator Role (Key Responsibilities)

  • Liaison with insurance companies.
  • Production of client valuations and preparation of review packs.
  • Booking appointments and scheduling meetings.
  • Dealing with calls from clients/product providers.
  • Obtaining illustrations and quotations.
  • Ensuring documentation is fully prepared, pre and post advice.
  • Ensuring client database is kept up to date.
  • The individual will be working directly with Consultants and our Technical Support team, to deliver first class client service to clients, in a compliant manner.

What's in it for you?

  • Competitive base salary
  • Remote or hybrid working
  • A top 50 award winning professional services firm
  • Part of a national and international network of firms with global opportunities
  • Clear career opportunities and progression paths
  • Pay progression linked to role development
  • Excellent reputation for training staff in a friendly and welcoming environment
  • Focus on work/life balance flexible working patterns/locations
  • Accredited "Investors in People"
  • Great social life and involvement in community and charitable initiatives
  • Popular staff social club with subsidised events throughout the year
  • A diverse work family
  • Benefits package including pension scheme, life assurance, flexible benefits (such as options to buy/sell annual leave, cycle to work scheme and dental insurance)

IFA Administrator Experience, Skills, and Qualifications Required

  • Experience of working as a financial planning administrator.
  • Experience of providing excellent client service.
  • Highly numerate.
  • IT literate
  • Ability to communicate well both written and verbally.
  • Good letter writing skills and telephone manner.
  • Excellent organisational skills.
  • Understanding of working within a highly regulated environment and complying with FCA regulatory requirements.
  • Experience of using Xplan advantageous

Person specification:


  • Highly organised.
  • Someone who is confident to speak up, with diplomacy and tact.
  • Able to effectively manage own workload and work well under pressure, prioritising effectively.
  • Motivated selfstarter able to work well on own initiative but also able to work effectively as part of the wider team and willing to help others, or get involved in special projects, as appropriate, for the good of the department.
  • Excellent attention to detail takes pride in their work and wants to operate at the highest of standards.
  • Commitment to ongoing learning and selfimprovement and willingness to contribute ideas and provide assistance, both in helping to identify areas where our process could be improved/made more efficient and in adapting our processes to reactive changes caused by regulatory requirements.
  • Quick learner ability to learn quickly and have a thirst for knowledge and selfdevelopment.
More jobs from PB Recruitment Consultants
See all jobs of PB Recruitment Consultants