IFA Administrator - Career Path to Paraplanner

Recruit Wealth Ltd; Tunstall; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Your birthday off

Annual salary reviews

Additional holiday purchase scheme

Life assurance

Company pension

Staff recognition and awards

Study support for professional行业资格如果需要

Adviser Academy and/or progression

Job summary

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices.

This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management.

Qualifications

• Previous experience within IFA/Financial Planning/Wealth Management administration.
• Strong organisational skills and exceptional attention to detail.
• Excellent communication and client service skills.
• The ability to manage multiple priorities in a busy team environment.
• Confidence using Microsoft Office and various financial planning systems.
• Good provider/platform, pension and investment knowledge.

Responsibilities

• Managing client correspondence and maintaining existing and new client relationships
• Processing new business applications across pensions, investments and protection
• Preparing annual review packs and further meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well-presented and compliant client records on internal systems
• Handling client enquiries, provider communications and further requests
• Providing general back-office and operational support using Intelligent Office
• Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards

Skills

Organisational skills

Attention to detail

Communication skills

Priority management

Microsoft Office

Financial planning systems

Provider/platform knowledge

Pension/investment knowledge

Tools

Intelligent Office

Job description

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices.

This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management.