IFA Administrators x 2/3

Lime Search & Select Ltd; Doncaster; On-site; GBP 20,000 - 27,000; Full time

Job summary

A leading Independent Financial Advisory firm in Doncaster seeks 2-3 IFA Administrators to support its Financial Advisers. Candidates should have 1-3 years of experience in Financial Services, along with solid knowledge of Microsoft Office and Financial Products. This fixed-term role offers the opportunity to contribute to client servicing and documentation preparation in a collaborative environment.

Qualifications

• 1-3 years experience in Financial Services.
• Good knowledge of Microsoft Office.
• Experience with Intelligent Office is advantageous.

Responsibilities

• Support Financial Advisers by producing compliant documentation.
• Conduct research and obtain valuations for client portfolios.
• Manage correspondence and maintain client records.

Skills

Financial Services Knowledge

Microsoft Office

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, who will sit within the Administration function and primarily to support the Financial Advisers of the business and servicing their clients, by producing compliant documentation.

Specifically you’ll be responsible for:

Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required.
Acting as the first point of contract 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.
Use of 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 would be 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. It would be to your advantage if you have working knowledge of Intelligent Office.

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

VACANCY DETAILS

Location:
Doncaster

CLOSING DATE

Mar

20

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Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.