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IFA Support Administrator

  • Salary: £24000 - £25000 per annum
  • Location: Bolton, Greater Manchester
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Jan 2021
  • Job reference: G01

A new opportunity has arisen for an experienced IFA Support Administrator to join an independent financial planning firm in Bolton on a full-time, permanent basis. The successful candidate will support the Advisers in the provision of financial planning advice to clients both private and corporate.


General Duties:

  • Data input of fact find information and documentation onto the back-office system (IRESS)
  • Diarising events throughout the business cycle
  • Producing new business packs and preparation for client meetings
  • Producing client portfolio review information and presenting this with meeting packs
  • Ensuring that the back-office system records are fully updated to enable accurate management information and reporting
  • Liaising with providers and clients as required
  • Maintaining training objectives as agreed
  • Maintaining professional and ethical standards in accordance with regulatory principles for business

The Candidate:

Essential:

  • Practical experience and knowledge of an IFA environment
  • Experience of an office admin 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

Beneficial:

  • A good working knowledge of IRESS Adviser Office or similar
  • Previous experience of platforms
  • Relevant CII qualification or studying towards

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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