IFA Administrator

North Oak Recruitment Ltd; Loughborough; Hybrid; GBP 22,000 - 30,000; Full time

Job summary

North Oak Recruitment Ltd is seeking an IFA Administrator in Leicestershire for a full-time role with hybrid options. Salary around £26,000 depending on experience, plus benefits and performance bonus.

The role supports a Chartered Financial Planner and involves close work with the Director and network to ensure compliant client outcomes. The ideal candidate will have wealth management administration experience, proficiency with Intelliflo/Intelligent Office/FE Analytics, strong IT skills, and

Qualifications

• Wealth management administration experience.
• Intelliflo / Intelligent Office / FE Analytics experience.
• IT literacy with Microsoft Office.

Responsibilities

• Liaising with clients and handling queries.
• Working closely with the Director.
• Working with the Company’s Network to ensure procedures are followed.
• Utilising IT systems (Intelliflo / Intelligent Office) to achieve best outcomes.
• Preparing Suitability Reports from templates.
• Processing new business and ensuring timely completion.
• Ensuring compliance requirements are adhered to.
• Quotations and valuations.

Skills

Wealth management

IT literacy

Communication skills

Suitability reports

Independent working

Time management

Initiative

Tools

Intelliflo

Intelligent Office

FE Analytics

Job description

IFA Administrator

Nr Loughborough, Leicestershire (our Ref AL1409)

Salary c£26,000 depending on experience + benefits and performance related bonus

Full time position, office based, although consideration may be given to part time and hybrid working

My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.

The role will be varied and you will work closely with the Director, in providing a first-class service to their clients. Should you wish to work towards taking CII qualifications then this can be supported.

Main responsibilities:

• Liaising with clients and handling queries
• Working closely with the Director
• Working closely with the Company's Network, ensuring that all practices and procedures are implemented and followed effectively
• Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo / Intelligent Office)
• Preparing Suitability Reports from templates
• Processing new business and ensuring smooth and timely completion
• Ensuring compliance requirements are adhered to
• Quotations and Valuations

The Ideal Person:

• Wealth Management Administration experience
• Intelliflo / Intelligent Office / FE Analytics experience
• IT literate (Microsoft Office etc)
• Good verbal and written communication skills
• Ability to prepare accurate Suitability Reports
• Able to work independently, efficiently & accurately and to use own initiative
• Good time management skills with the ability to manage own workflow