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IFA Administrator

  • Salary: £23000 - £26000 per annum + Benefits
  • Location: Alcester, Warwickshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 Apr 2018
  • Job reference: 30210

My client is a provider of independent financial advice; pensions, investment, protection, estate planning and long term care planning. we are looking for an IFA Administrator to join a team of four Administrators and support two Independent "Chartered" Financial Advisers, who have 30 years' experience in the financial services industry.

Your responsibilities will be:

  • Process and monitor new and existing business cases
  • Liaise with clients and providers during progress of applications
  • Use back office system daily to prioritise and manage workload and monitor ongoing and new cases
  • Use back office system to set fee expectations and monitor suspense account
  • Data input of fact find information and documentation onto the back office system
  • Use suitability report templates to prepare basic advice reports
  • Prepare compliance packs for Advisers/Intrinsic pre-approval - checking cases before submitting for pre-approval
  • Producing client portfolio review information and presenting this with meeting packs
  • Use provider platforms to process and monitor new business
  • Prepare annual client reviews submitted by Advisers
  • Diarising events throughout the business cycle
  • Deal with requests from Advisers in a timely manner
  • General office and administration (post, stationery ordering, phone calls, visitor reception, setting meetings and appointments)

To be successful you will need:

  • Practical experience and knowledge within a IFA environment
  • Experience of an office administration support role
  • To be able to work on own initiative with great attention to detail
  • Strong interpersonal skills, drive and energy
  • Motivated by working in a fast-paced environment
  • Organised and able to prioritise
  • Educated to GCSE level or equivalent with grade C or above in Maths and English
  • Able to use software packages such as Excel/Word/Outlook and platforms
  • Keen to progress with industry exams

If successful, you will benefit from:

  • A full time, permanent position; flex time also available
  • A salary of up to £26,000, negotiable
  • Company benefits
  • Funding and support towards future qualifications
  • Be part of a team of "chartered" team

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: