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IFA Support Administrator Loughborough

2021-09-06 00:42:58
IFA Support Administrator Loughborough
IFA Support Administrator, Loughborough, Leicestershire

Salary up to £25,000 dependent upon experience and additional benefits with the option to undertake an element of home working.

This is an excellent and interesting opportunity to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs. They’re committed to finding the right solutions for you by focussing on your objectives and planning. It is a business who provide holistic financial planning to professionals and families.

The role is essentially an IFA Support administration for Pensions, Investments and Protection products.

On a Daily Basis Your Duties Will Include
• Preparing client annual reviews
• Preparing and processing all aspects of new business through to completion
• Maintenance of client and portfolio records on the main back-office system
• Communicating and liaising with colleagues, managers and clients
• Maintaining client files, records and paperwork
•... Ensuring business is compliant and meets regulatory standards
• Liaising with product providers and other team members
• Collating information and documentation for client cases
• Diarising and checking for missing documentation and policy information
• Completing and processing new business applications
• Reconciling fee income
• Ensuring back-office systems are up to date
• Ensuring processes are up to date and efficient

Essential Skills
• At least one year's experience gained in a financial planning or wealth management business in an administration role
• Highly organised with the ability to plan and prioritise
• Excellent attention to detail
• Numerate, analytical, methodical with solid communication skills

Salary Up To £25,000 Dependent On Experience

Benefits - Pension Contribution, 25 days holiday, Study support

You will get the opportunity to undertake some home working and there is full support to complete Level 4 and/or Level 6 qualifications

To work with a business who care passionately about clients and believe great financial advice is at the core of building a more certain financial future.

Who are part of a group who are financially secure and have thrived in Covid 19.

Potential opportunity for the role to grow into other roles including Complex Technical Paraplanner or Financial Adviser
Loughborough UK
IFA Support Administrator Loughborough Aspire Executive Search Ltd Loughborough
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