Wealth Management IFA Admin Specialist

North Oak Recruitment; Leicester Forest East; On-site; GBP 25,000 - 30,000; Full time

Job summary

A reputable financial services firm in Leicester Forest East is seeking an experienced IFA Technical Administrator. This full-time position involves managing client interactions, processing new business applications, and ensuring compliance in an office-based environment. Applicants should have at least 5 years of administration experience, including 2 years in financial services, and possess excellent IT and communication skills.

Benefits

Salary up to £30,000

Excellent benefits including parking

Qualifications

• Minimum of 5 years in Administration, with 2 years in Financial Services.
• Ability to thrive in a fast-paced environment.
• Excellent IT skills and phone manner.

Responsibilities

• Manage Letter of Authority administration and processes.
• Prepare cash flow modelling and portfolio comparison analytics.
• Engage regularly with clients and providers.

Skills

Administration experience

Customer facing interactions

Data input

Microsoft Word

Microsoft Excel

Microsoft Outlook

Understanding of regulations/compliance

Self-motivated

Organized

Good communication skills

Tools

Xplan

Curo

Job description

A reputable financial services firm in Leicester Forest East is seeking an experienced IFA Technical Administrator. This full-time position involves managing client interactions, processing new business applications, and ensuring compliance in an office-based environment. Applicants should have at least 5 years of administration experience, including 2 years in financial services, and possess excellent IT and communication skills.