Senior IFA Administrator

Templegate Recruitment
Specialists in Financial Services Recruitment

Position: Senior IFA Administrator
Location: Warton

Benefits:

* Parking

* Pension

* Exam support

* Family-run business

Salary: £26,000 - £30,000, depending on experience and qualifications

About the Company: Our client upholds core values as fundamental to their success. They pride themselves on delivering exceptional customer service, honesty, and integrity. This commitment has fostered long-term loyalty among their clients, who frequently refer family and friends seeking financial advice.

Our client, a family-run business, is seeking an experienced IFA Administrator to assist the Financial Planner.

Key Responsibilities as a Senior IFA Administrator:

Client Support:

* Serve as the first point of contact for clients, addressing inquiries and providing information.

* Schedule and manage appointments for the Financial Planner.

* Prepare client correspondence and documentation.

Administrative Duties:

* Maintain and update client records in the database.

* Prepare reports and financial statements for client meetings.

* Manage filing systems, ensuring all documents are organized and easily accessible.

Compliance and Documentation:

* Ensure all client files and records comply with regulatory standards.

* Assist in the preparation and submission of compliance reports.

* Handle confidential information with discretion and professionalism.

Financial Planning Support:

* Assist the Financial Planner in creating and updating financial plans.

* Conduct preliminary research on financial products and services.

* Prepare illustrations, projections, and product comparisons for client presentations.

Coordination and Communication:

* Liaise with product providers and other third parties to gather information and process applications.

* Coordinate with other team members to ensure smooth workflow and timely delivery of services.

* Facilitate communication between the Financial Planner and clients.

Task Management:

* Track progress of client cases and follow up on outstanding tasks.

* Ensure all tasks are completed within set deadlines.

* Prioritize workload to manage multiple tasks efficiently.

Requirements:

* Previous experience working within an Independent Financial Advisor (IFA) environment with comprehensive knowledge of all investment products.

* SelectaPension experience.

* Working towards Level 4 Financial Services Diploma qualification.

To seize this opportunity, submit your application today. If your profile aligns with our criteria, one of our specialist consultants will connect with you to delve deeper into the role and assist with your CV submission. During this interaction, we aim to uncover your unique skills and motivations and may suggest other relevant opportunities that match your requirements.

Due to the high volume of applications, we regret that we cannot provide individual feedback. If you haven't heard from us within 7 days, please assume that your application has not been successful