IFA ADMINISTRATOR

☞ NJR Recruitment

View: 107

Update day: 07-05-2024

Location: Sale North West Altrincham

Category: Finance / Bank / Stock

Industry: Financial Services

Job type: Permanent, full-time

Salary: £20,000 - £24,000 p.a

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Job description

£1,000 SALARY INCREASE WITH EACH PASSED EXAM!

HOURS: 9:00AM - 5:00PM Monday to Friday

Our Client, a firm of Established and professional firm of Independent Financial Planners is now looking to recruit an additional Administrator to join their friendly team. Candidates MUST have previous experience working in a similar role within an IFA firm and should be able to work autonomously with minimum supervision. Therefore, someone who can hit the ground running would be ideal.

Supporting a team of busy Advisers daily duties will consist of:

  • Prepare and maintain client files
  • Undertake research and prepare & implement recommendations
  • Complete client review reports
  • Make changes to clients’ investment portfolios upon instruction
  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
  • Call management/Client contact
  • Submission of new business to Platform and Off-Platform administration teams
  • Updating static information
  • Preparing valuations
  • Assisting Advisers with fact find input
  • Task and workflow management on back office system.
  • Document Management.

Desirable skills:

  • Experience of using Defaqto, FE Analytics and iPipeline research tools
  • Experience of using Intelligent Office back office software
  • Understanding of model portfolio fund research and analysis
  • Understanding - Health & Safety at Work, Data Protection and Money Laundering

For further information please contact one of our specialist consultants quoting REF: NJR11513

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Deadline: 21-06-2024

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