IFA Administrator

☞ NJR Recruitment

View: 107

Update day: 03-06-2024

Location: Kidderminster West Midlands

Category: Administrative / Clerical / Assistant

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Location
Salary
Posted on
Reference

kidderminster
£27000 - £30000 27/02/2024
NJR14623

DESCRIPTION

IFA ADMINISTRATOR
LOCATIONS : KIDDERMINSTER
SALARY: 25,000 - 30,000

NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for ’Financial Planning Administrators’ to join their offices in Edgbaston & Kidderminster.

Supporting allocated IFA’s, the successful candidate will be responsible for providing technical support to a bank of High Net Worth Clients. Duties will be varied and consist of;

o Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive report
o Run Risk Profiler results via FE Analytics
o Processing New Business following adviser handover
o Ensuring all compliance documents on file/provided by adviser prior to submission
o Submission to providers direct or electronically via platform
o Adding plan and activity for tracking to completion
o Ensuring client advised of progress throughout this process
o Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
o Producing Risk Profiler results where required
o Processing and monitoring switch directly with provider or electronically via platform
o Preparing valuation reports
o Preparing supporting performance documentation for client review appointments
o Preparing review checklist for adviser/client appointments

The successful candidate will need to have previous experience working as a Financial Planning Administrator - with knowledge of Platform/Wrap use. Those who are working towards the CII Diploma in Financial Planning or who has the desire to become qualified are of high interest. Our Client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.

REF: 14406

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Deadline: 18-07-2024

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