Technical IFA Administrator

Premier Jobs UK; England; On-site; GBP 25,000 - 30,000; Full time

Job summary

A local Financial Services firm in South Leicester is seeking a Technical IFA Administrator to provide comprehensive support to Financial Advisers. The role involves managing client relationships, preparing documentation, and ensuring excellent service delivery. Ideal candidates will have over 2 years of experience in an IFA Administrator position, with strong organizational skills and proficiency in Microsoft Office and relevant industry software. The position offers a competitive salary and generous benefits, including a pension and holiday package.

Benefits

Salary up to £30,000

Generous non-contributory pension

25 days holiday plus bank holidays

Free, secure parking on site

Access to gym facilities

Regular team events

Qualifications

• 2+ years experience as an IFA Administrator.
• Enjoy working in a fast-paced environment.
• Confident using Microsoft Office and industry software.

Responsibilities

• Provide full end-to-end support to a Financial Adviser.
• Liaise with Financial Advisers for client tasks.
• Prepare client meeting packs and draft cashflow modelling.
• Organise client appointments and manage new business cases.

Skills

Excellent data input accuracy

Organised approach to work

Ability to handle multiple cases

Confidence in using Microsoft Office

Familiarity with industry software like XPlan/Curo

Ability to work independently and in a team

Job description

This Technical IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.

In this Technical IFA Administrator role, you will be providing full end-to-end support to a Financial Adviser, ensuring the client receives first-class service. This is a well-rounded role with responsibilities including:

• Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
• Obtaining and processing Letters of Authority
• Obtaining recent product valuations
• Preparing client meeting packs with the correct, up to date information and drafting cashflow modelling
• Action fund switches
• Assist with ensuring attitude to risk questionnaires are completed
• Organising client appointments and ensuring the Adviser is prepared accordingly
• Processing new business cases
• Liaise with providers to chase / resolve and issues and update the relevant individuals accordingly
• Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers

Our client would provide full on-the-job training to enable you to succeed in your role.

The Company

Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.

Technical IFA Administrator Requirements

• You should have 2+ years experience as an IFA Administrator
• You should enjoy working within a fast-paced environment and have excellent accurate data input
• You should be confident using Microsoft Office and be comfortable using industry software such as XPlan / Curo
• You should have an organised approach to your work and be able to handle multiple cases simultaneously
• You should be confident working independently and within a team

Technical IFA Administrator Benefits

• Salary of up to £30,000 depending on experience
• Plus, generous non-contributory pension, DIS, 25 days holiday plus bank holidays
• Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
• 37.5 hours per week, Monday to Friday
• Working within a business that is passionate about helping their clients
• Regular paid team events through the year to get involved in

Locations

South Leicester

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