Senior IFA Administrator - Financial Planning (Hybrid)

Job Location	Fen Drayton
Education	Not Mentioned
Salary	£28,000 - £33,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with a great package, holiday and benefitsDue to continued success in providing fee based advice to HNW clients, this successful financial planning practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanningteam.The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.Duties for this role will include:

Administering clients’ portfolios using provider platforms
Processing platform / off-platform new business by liaising with providers, clients and team
Preparing clients’ portfolio review packs
Preparing Income Drawdown Reviews
Dealing with platforms and product providers to obtain information about existing and potential investments
Supporting financial planners and technical team
Handling client queries and helping service existing clients
Assisting with our rebalance process
Developing and maintaining a sound working knowledge of platforms
Maintaining Intelliflo Office system

You:

An excellent understanding of the financial planning process.
Good knowledge of financial services software systems.
Excellent communication skills and telephone manner.
Has some experience in using a platform
Experience in using Intelliflo would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package andthe support to develop your skills and further your career.Hybrid working is offered with this role.By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.Required skills

Drawdown
Financial Planning
Financial Services
Platforms
Financial Planners

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