Ifa Administrator - Colchester, United Kingdom - Amber River (Emery (IFA) Ltd)

Amber River (Emery (IFA) Ltd)

Verified Company

Colchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Amber River East Anglia Hub is made up of Emery (IFA) Ltd, Scrutton Bland Financial Services Ltd and Orwell Securities Ipswich Ltd serving the East of England, operating over two sites; one in Ipswich and one in Colchester with approximately 75 employees and growing Amber River as a national group has a headcount of over 750 employees.

We strive and continue to maintain high standards throughout our firm.

Our team is big enough to deal with our ever-growing client bank, but small enough to mean that both staff and clients are more than just a number.

We listen to our team members and try to train from within where possible, with varying avenues of progression available to all staff.

We have worked hard to create a collaborative working culture where people can feel part of the company 'team' as a whole.

Amber River is a group of like-minded, values-driven people with a passion for financial planning.

Amber River was created in 2019.

Backed by a Board of investor directors, we are building a UK-wide independent financial planning presence through a 'hub and spoke' strategy.

We are currently seeking an IFA Administrator for our Colchester office.

We have a vibrant newly fitted out office on Colchester Business Park and operate hybrid working with the ability to work from home 2 days a week on successful completion of a probationary period.

The role will include:

Providing general office administrative support including filing/scanning/photocopying, processing premium payments, answering the telephone, note/message taking and creating new files.
Maintaining client and policy records through the client management system and associated IT solutions.
Liaising with third parties to obtain client valuations.
Preparing illustrations for products for advice team to present at client meetings.
Preparing suitability reports with the assistance of the financial advice team to confirm advice and financial solutions to the customer.
Liaising with product providers and head office to maintain up to date product knowledge.
Ensuring that all compliance procedures are adhered to.
Undertaking other tasks as required by the Practice Manager.

We will provide in depth, on the job training across all back office areas.

You will also get a good understanding of the role by working closely alongside the financial advisers and administration team within our firm.

We are looking for a driven individual with a 'can-do' attitude that would be willing to further their career by undertaking exams in financial services (where appropriate).

These would be fully supported by us within our Professional Development Policy and study leave arrangements.

A good level of numeracy and grammar are essential, ideally achieving GCSE English and Maths at Grade B / Level 6 as a minimum.

We are open to consider varying levels of previous IFA administration experience. At least 5 years is preferable as well as experience of a financial adviser back office system. If you are DipPFS qualified or part qualified that would also be an advantage.

Salary is dependent on qualifications and experience.

Job Types:
Full-time, Permanent

Salary:
£22,000.00-£35,000.00 per year

Benefits: