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IFA Senior Administrator/Paraplanner - Bromsgrove - Competitive Salary

Oakley Recruitment
Job LocationBromsgrove
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Oakley Recruitment is working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Senior Administrator. This role offers hybrid working.Summary You will be providing timely and efficient administration to support the IFAs and the companys organisational strategyDuties & Responsibilities

  • Providing comprehensive technical and administrative support to a number of senior IFAs
  • Mentoring an Administrator to assist with workload and adviser requests
  • Providing an effective link between the client and advisers ensuring that both are kept up to date with any requests that they may have submitted
  • Management of the IFAs diary including the arrangement of client meetings
  • Drafting and co-ordinating technical documents and research for client presentations
  • Dealing with fund switch requests, processing fund switches online and following through to completion
  • Ensuring that payment and surrender requests are processed using SLAs and compliance guidelines
  • 121 meetings with IFAs where necessary
Skills and experience
  • Experience is required within a Financial Services IFA support role and a particular interest in both Pensions and Investments
  • Proficient in suitability report writing
  • A focused individual with a drive for quality and professionalism
  • Experienced using Microsoft Word, Excel and Outlook
  • Excellent written and numerical skills and an exceptional communication style
  • Experience of using all key financial services platforms, in particular, WRAP platforms
Package and benefits
  • Monday - Friday 35 hours, shifts include 8am - 4pm or 9am - 5pm or 10am - 6pm
  • 25 days holiday
  • Free parking
  • Contributory pension scheme
  • Medical Cash plan scheme
  • Discounts on products and services
  • Discounted gym membership
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting forOakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the employment agencies act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NInumber will be required, as part of your interview process.

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