IFA Administrator - Wealth Planning Support (1-Year FTC)

Lime Search & Select Ltd; Doncaster; On-site; GBP 60,000 - 80,000; Full time

Job summary

An Independent Financial Advisory firm based in Doncaster is urgently seeking IFA Administrators to support Financial Advisors in managing client portfolios. Responsibilities include document management, client contact, and financial research. Candidates should have 1-3 years of experience in the Financial Services sector and good knowledge of Microsoft Office. The role offers a competitive salary and is for a fixed-term of 1 year with potential for extension or permanent status.

Qualifications

• 1-3 years experience in Financial Advice/Financial Services sector.
• Good working knowledge of Microsoft Office products.
• Knowledge of Intelligent Office is an advantage.

Responsibilities

• Receive and manage incoming correspondence and documentation.
• Act as the first point of contact for providers and clients.
• Produce analysis and reviews for Financial Advisors.
• Conduct research using various financial tools.
• Prepare and post necessary client documents.

Skills

Financial Services knowledge

Microsoft Office proficiency

Research skills

Diary Management System

Education

Basic education in Maths and English

Tools

Intelligent Office

FE Analytics

Dynamic Planner

Smart Search

Job description

An Independent Financial Advisory firm based in Doncaster is urgently seeking IFA Administrators to support Financial Advisors in managing client portfolios. Responsibilities include document management, client contact, and financial research. Candidates should have 1-3 years of experience in the Financial Services sector and good knowledge of Microsoft Office. The role offers a competitive salary and is for a fixed-term of 1 year with potential for extension or permanent status.