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IFA Administrator HomeBased

Job LocationNottingham
EducationNot Mentioned
Salary£27,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

We are currently recruiting for a National Financial Planning company that are looking to recruit 2 IFA Administrators to join their team. This will be a home-based role but you may be required to go to the office on the odd occasion. This is a great opportunity to join a highly regarded Financial Planning practice.Candidates skills

  • Provide high-quality support to our Advisers
  • Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
  • Prepare and issue client reviews including obtaining product specific information eg switch fees and funds available and charges
  • Work with FE analytics
  • Co-ordinate the issuing of client advice, client correspondence and enclosures
  • Process new business through to conclusion
  • Work with Platform sites
  • Qualities
  • Excellent communication skills, both verbal and written
  • Ability to effectively manage your own time and achieve strict timescales
  • Work on your own initiative
  • A self-starter and finisher
  • Good at working under pressure
  • Well developed problem-solving skills
  • Excellent attention to detail
  • A strong team player
  • Experience
  • Minimum of 5 years’ financial services industry experience in a similar role
  • A proven track record in providing high quality administrative support to advisers
  • Proficient with Microsoft Excel and Word
  • Proficient in Xplan (desirable)
  • Qualifications
  • Working towards the CII Level 4 qualification would be desirable
  • Required skills
  • Financial Planning
  • Financial Services
  • Sales Support
  • Keyskills :
    Financial Planning Financial Services Sales Suppt

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