Entry-level IFA Administrator

This entry-level IFA Administrator job in North Somerset
provides opportunity to join a quality, Chartered Financial Planning firm.

You will be joining their head office support staff team
including Paraplanners IFA Administrators, who provide quality support to their
team of Chartered Financial Planners.

As an IFA Administrator, your duties will include:

• Input
  data onto the customer back office system and manage client records to
  keep them up to date
• Ensure
  all compliance paperwork is completed
• Prepare
  application forms and paperwork required for the advice process
• Process
  and manage standard and more complex new business and servicing through to
  completion
• Chase
  progress of applications and inform the Financial Advisers should any
  issues arise
• Process
  any servicing changes to clients’ investments
• Prepare
  client portfolio valuations and review documents
• Hold
  regular meetings with your Paraplanners and Financial Adviser to discuss
  ongoing and upcoming cases

Entry-level IFA Administrator Requirements

• You
  should have experience as an Administrator within a role which has multiple
  cases for you to manage whilst meeting hard deadlines
• You
  should be passionate about providing high quality client service to all
• You
  must have excellent numeracy and literacy skills (GCSE grades A – C or 4 –
  9)
• You
  must be competent using Microsoft Office products and industry software

The Company

Our client has been established for over 40 years, providing
Wealth Management, Financial Planning and DFM services to c600 clients. They
have £400m FuM and have plans to continue growing.

Entry-level IFA Administrator Benefits

• Salary
  of £25,000 – £28,000 depending on experience
• Plus
  company benefits available immediately include group life cover, group
  income protection
• Upon
  completion of probation, private medical insurance, health cash plan,
  cycle to work scheme, workplace pension with employer contribution of up
  to 5% of your salary provided this is matched by you
• Office
  based role
• Typical
  working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
• 25
  days annual leave (rising up to 30 days) plus bank holiday, plus 1 day’s
  birthday leave and 1 day for charity / community work each year

Location

North Somerset

Call
us now on 0208 0044 154 or click Apply

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