IFA Administrator

Prestige Recruitment Group; Preston; On-site; GBP 27,000 - 35,000; Full time

Job summary

A well-established financial services practice in Preston is looking for an experienced IFA Administrator to join its team. The candidate will support advisers with various tasks including suitability reports and client file preparation. Familiarity with pensions, investments, ISAs, and protection is essential, along with at least 2 years’ experience in financial services. The ideal applicant will be organised and proactive, with advantageous knowledge of Intelligent Office and Selectapension. Attractive salary range is offered along with career progression opportunities.

Qualifications

• Minimum 2 years’ experience in financial services support.
• Strong knowledge of pensions, investments, ISAs and protection.
• Part-qualified Diploma level or keen to progress.
• Organised, proactive team player.
• Intelligent Office / Selectapension experience advantageous.

Responsibilities

• Support advisers with suitability reports and client file preparation.
• Research and new business processing across pensions, investments, ISAs.
• Liaise with clients and providers.
• Manage pipeline cases.

Skills

Financial Services Support

Pensions Knowledge

Investment Knowledge

Organisational Skills

Proactive Team Player

Education

Part-qualified Diploma

Tools

Intelligent Office

Selectapension

Job description

Overview

IFA Administrator – Preston, Lancashire

Salary: £27,000 – £35,000

A well-established IFA practice in Preston is seeking an IFA Administrator to join its growing team.

You will support advisers with suitability reports, client file preparation, research, and new business processing across pensions, investments, ISAs and protection. You’ll also liaise with clients and providers and help manage pipeline cases.

Responsibilities

Requirements

• Minimum 2 years’ experience in financial services support
• Strong knowledge of pensions, investments, ISAs and protection
• Part-qualified Diploma level or keen to progress
• Organised, proactive team player
• Intelligent Office / Selectapension experience advantageous

If you have the above experience and are interested in this Preston based Financial Services job opportunity, please click to apply.