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Senior IFA Administrator

  • Salary: £26000 - £30000 per annum
  • Location: Henley-In-Arden, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    01 Apr 2021
  • Job reference: 35192

My client is an expanding top 100 Chartered Holistic IFA practice based in Henley in Arden, with a team of 30 staff and manage well over £550m in investments on behalf of our clients. They have been ranked in the Top 100 Adviser firms in the UK by Citywire for the last 3 years.

The role is for a Senior PA, the team are fantastic and regularly hold social events, charity events and awards.

The job entails:

  • Arranging and booking meetings for a busy team of Advisors
  • Working with advisers and clients to deliver the proposition
  • Processing new business, generating illustrations and valuations
  • Dealing with DB transfer administration
  • Working closely with the MD
  • Writing basic reports

The candidate:

  • The successful candidate will have a solid background within Senior IFA Administration or a junior paraplanning role
  • Be a team player
  • Opportunity to take further exams all paid for and progression available to advice or monument
  • Would have worked on Intelliflo but this is not essential

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