IFA Administrator

This hybrid-based IFA Administrator job in Northallerton is
suitable for an individual experienced within financial planning, keen to join
a growing company

You will be joining their existing team of IFA
Administrators who provide day-to-day support and servicing to clients
throughout the holistic financial planning journey.

The business values the role you play and recognises your
worth in helping the whole team to deliver a quality service.

As an IFA Administrator, your responsibilities will be
three-fold, supporting clients, supporting Financial Advisors and processing
new business. Duties include:

• Providing proactive support to their Financial
  Advisors
• Managing the Financial Advisor’s diary and
  arranging client meetings
• Contacting clients through various methods to
  ensure the advice process is not held up
• Liaising with internal and external stakeholders
  to chase outstanding items to help nudge the case through the process
• Prepare meeting packs and information ahead of
  client appointments
• Process new business
• Key illustrations, projections and valuations

IFA Administrator Requirements

• You
  should have experience as an Administrator within a financial planning
  firm
• You
  should have good knowledge of financial planning processes and how a
  Financial Advisor operates
• You
  should be comfortable and confident when contacting clients

The Company

This national IFA firm are looking to significantly grow
their business and recognise to achieve such growth, and success is dependent
on dependent on having the right people in the business. As such they are
looking to build a strong team of passionate and skilled team members.

IFA Administrator Benefits

• Salary
  up to £29,000 depending on experience
• Benefits
  typically include: 4x DIS, PMI, Group Income Protection, Employee
  Assistance Programme, Medicash, 5% employer pension and 3% employee
  pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1
  day per year up to 30 days
• Hybrid
  working after being signed off as competent (typically in line with
  probation sign off)
• 37.5
  hours per week
• Excellent
  career progression, with individual development plans shaped around your
  desired career path

Locations

Northallerton

Call us now on 0208 0044 154 or click Apply

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