IFA Administrator (Exclusive to Taylor James)

Taylor James Professional Recruitment; Lancashire; Hybrid; GBP 32,000 - 40,000; Full time

Benefits offered by this job

Home working

25 days holiday

Study support

Career progression

DIS

Job summary

Taylor James Manchester based, award-winning client seeks an IFA Administrator on a permanent basis. You will support a team of paraplanners and financial planners while handling new business applications and client literature.

The role includes processing transactions, obtaining valuations, preparing annual review packs, and serving as the main contact for planners and clients. Home working and strong progression opportunities are offered.

Qualifications

• IFA/ financial planning administration experience (essential)
• Experience of using Intelligent Office (desirable)
• knowledge of provider platforms
• Highly organised

Responsibilities

• Processing new business applications across the key financial products
• Submitting transaction & trade requests including fund switches on and off platform
• Obtaining illustrations & product literature
• Acquiring client portfolio valuations
• Preparation of annual review packs for client meetings
• Acting as a key point of contact for financial planners & clients
• Liaising with product providers
• Actioning LOAs
• Maintaining an accurate record of the Client's financial situation

Skills

IFA administration

Highly organized

Provider platforms knowledge

Tools

Intelligent Office

Job description

Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis.

As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:

• Processing new business applications across the key financial products
• Submitting transaction & trade requests including fund switches on and off platform
• Obtaining illustrations & product literature
• Acquiring client portfolio valuations
• Preparation of annual review packs for client meetings
• Acting as a key point of contact for financial planners & clients
• Liaising with product providers
• Actioning LOAs
• Maintaining an accurate record of the Client's financial situation

The candidate:

• IFA/ financial planning administration experience (essential)
• Experience of using Intelligent Office (desirable)
• knowledge of provider platforms
• Highly organised

What's on offer:

• Starting basic salary of up to £36,000 bonus
• Home working
• 25 days holiday
• Full study support inclusive of training courses
• Structured career progression
• DIS