IFA Administrators x 2/3

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

My client is an Independent Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.

We are urgently seeking 2/3 IFA Administrators to support the Financial Advisers of the business and servicing their clients by producing compliant documentation.

Responsibilities include:

• Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required.
• Acting as the first point of contact to providers and clients and supporting them with queries relating to their portfolio of products.
• Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor / Client annual reviews.
• Conducting research using research tools such as FE Analytics, Dynamic Planner and Smart Search to ensure review packs are produced with up-to-date and accurate information.
• Obtaining valuations in relation to Pensions, Protection, Savings and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings.
• Using Intelligent office to add, configure, navigate and update client records and complete a fact find report which is compliance ready.
• Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings.
• Using a Diary Management System to track work flow and update completed tasks.
• Preparing and posting letters and documents required for the successful transfer or set up of new clients.

We are seeking candidates with around 1-3 years experience working within the Financial Advice / Financial Services sector with a level of Financial Services knowledge across Investments, Pensions, Retirement / Estate Planning. You will also have good working knowledge of Microsoft Office products such as Word, Excel, Outlook and a good basic education in Maths and English. Knowledge of Intelligent Office is an advantage.

A great salary is offered for this fixed term 1 year contract, which will potentially be renewed or with a chance of being taken on permanently.

Additional Information

Location: Doncaster

Closing Date: March 20