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IFA Administrator

Clever-HR
Job LocationNottingham
EducationNot Mentioned
Salary£22,000 - £26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

We have an excellent opportunity to join a well-respected Financial Planners in Nottingham. Working closely with one of the firms Directors, this will be a busy and fast paced role!Encouragement to further develop your career within the industry and it is a supportive environment for continual learning. You will need 5 years (plus) experience within the Financial Services industry and be super organised, have great interpersonal skills and have a real positive mindset.Acting as the liaison between work colleagues, advisers, clients, and providers, alongside compiling basic suitability reports and be able to work within compliance and FCA guidelines. Experience using X-plan and Morningstar would be advantageous, although full training will be providedBenefits

  • up to £26,000 - dependent upon industry experience and knowledge
  • Annual discretionary bonus scheme
  • Holidays - 25 plus Bank Holidays which increases in line with continual service
  • Discretionary Long-Term Sickness Policy
  • Death in Service - 2 X Salary
  • Auto-enrolment Pension
  • Working hours - 35 hours per week
    • Responsibilities
  • To be proactive within this varied role, and able to multi-task whilst providing research, client valuations and processing new business
  • A high level of organisation skills required around general financial services administration
  • To compile advanced suitability reports from structured templates
  • Preparing research, agendas and paperwork for client review meetings
  • Being responsible for following process and procedures for both yourself and the Director
  • To act as a liaison, point for clients and providers
  • To maintain and update client information, preferably within Xplan and AWS Morningstar
  • To assist the Managing Director and Practice Manager with operational projects where requested
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role
    • Skills required
  • Organised - capable of dealing with several tasks in parallel and being able to work on your own initiative
  • Have good analytical skills and high attention to detail
  • Excellent standard of written and verbal communication
  • Ability to empathise and build business relationships with clients, other team members and strategic partners
  • Capability to work on your own initiative and able to prioritise workloads
  • Proactive, with an ability to multi-task and possess the ability to search out solutions
  • Ability to interpret data and produce recommendations with supporting evidence
  • IT Literate and be competent in the use of MS Office and Excel
    • Qualifications, Knowledge and Experience
  • Good working knowledge of Microsoft Office & Outlook
  • Knowledge of XPLAN Software and AWS Morningstar would be an advantage
  • Have at least 5 years plus relevant industry experience within a senior role
  • Preferably to have previously worked closely with Senior Management
  • Experience within financial report writing
  • Professional qualifications are advantageous
    • Required skills
  • Administrative Support
  • Financial Planning
  • Investments
  • Pensions
  • Suitability Analysis

    • Keyskills :
    Administrative Suppt Financial Planning Investments Pensions Suitability Analysis

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