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IFA Administrator

Lloyd Recruitment Services Ltd
Job LocationCambridge
EducationNot Mentioned
Salary21,000 - 23,500 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

IFA Administrator** To £23,500 ** Well-established, highly reputed company ** HNW Independent Financial Advisers ** Support and encourage study towards professional qualifications ** Friendly environment ** Opportunity for graduates **This is a fantastic opportunity to join a leading Chartered Financial Planners practice; they offer a friendly and professional working environment, and the chance to work alongside some extremely well qualified and experienced staff.The administrators role is to provide full administrative support to the advisers and paraplanners. The main duties include:

  • Sending out Advisory letters and enclosures
  • Composing Asset Allocation spreadsheets
  • Answering and dealing with client queries
  • Scanning meeting notes and creating diary entries on 1st Software
  • Dealing with incoming/outgoing post
  • New client administration/onboarding
  • Ensuring all client information is correctly recorded on 1st Software system
  • Producing valuations and carrying out quarterly and annual reviews
Any experience gained within the financial services arena would be advantageous.General administrative experience as a minimum.An interest in the pensions and investment arena is essential, as is the motivation and commitment to achieve professional qualifications.They are also keen to receive applications from those with general administrative experience, ideally within a more technical/regulated industry, who are keen to move across and continue their professional development within financial services.The successful candidate will possess first class communication skills (both written and spoken), be highly conscientious, well organised and have a keen eye for detail, and able to work both in a team environment and on their own initiative.NB: Lloyd Recruitment Services would like to thank you for taking the time to apply to this vacancy. However, unfortunately due to a high number of applications, we are only able to respond to shortlisted applicants. If you have not heardfrom us within seven days, please assume that you have not been shortlisted on this occasion. However please do join our Facebook community, to be the first to see our new positions.

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