IFA Administrator

Lime People Search & Select Ltd; Sheffield; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading Independent Financial Advisory firm in Sheffield is urgently seeking an experienced IFA Administrator to support Financial Advisers. The role involves providing first-class service to clients regarding pensions and retirement planning, ensuring a high level of customer care throughout the client journey.

Benefits

Training and Development Opportunities

Progression within the Company

Qualifications

• 1-3 years experience as an Administrator in Financial Services.
• Strong understanding of pensions and retirement planning.
• Able to prioritize workloads effectively.

Responsibilities

• Send letters of authority to financial providers.
• Chase providers for required information.
• Keep clients updated on the progress of their cases.

Skills

Customer Service

Communication Skills

Understanding of IFA Process

Education

Financial Services Qualifications

Tools

Intelliflo

Aviva Platform

Job description

My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.

We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement. You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:

Key Responsibilities:

• Send letters of authority to financial providers
• Chase providers for required information
• Keep clients updated on the progress of their cases
• Issue advice recommendation packs to clients
• Submit advice and annual review reports via the Intelliflo back office system
• Provide a high level of customer service and care throughout the client journey

We would be seeking an experienced IFA Administrator with 1-3 years experience working as an Administrator within a Financial Planning / Financial Services firm. You will have strong understanding of the IFA process and associated regulatory requirements, with good product knowledge across Pensions, retirement Planning, Investments etc coupled with excellent communications skills and the ability to prioritise your own workloads. If you have experience of using the Aviva platform, then this would be to your advantage as well as if you have any additional Financial Services qualifications.

A great salary is offered along with training and development with progression.