Senior IFA Administrator

Taylor James Professional Recruitment; Lancashire; Remote; GBP 80,000 - 100,000; Full time

Job summary

A prestigious financial planning firm in Manchester is seeking a Senior IFA Administrator to join their team. This role offers a starting salary of up to £36,000, excellent employee benefits, and the opportunity for home working. The ideal candidate will have essential experience in financial planning administration and be highly organised. Full study support and structured career progression are also provided.

Benefits

25 days holiday

Full study support inclusive of training courses

Structured career progression

DIS

Qualifications

• Essential experience in IFA/financial planning administration.
• Desirable experience using Intelligent Office.
• Knowledge of provider platforms.

Responsibilities

• Process new business applications across key financial products.
• Submit transaction & trade requests including fund switches.
• Acquire client portfolio valuations.

Skills

IFA/ financial planning administration experience

Highly organised

Tools

Intelligent Office

provider platforms

Job description

Overview

Our client, a prestigious financial planning firm in Manchester are looking to appoint a Senior IFA Administrator to join their experienced 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.

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

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

Please submit the latest version of your CV to be considered for this opportunity.