Wealth Management IFA Administrator - Hybrid

North Oak Recruitment Ltd; Loughborough; Hybrid; GBP 22,000 - 30,000; Full time

Job summary

North Oak Recruitment Ltd is seeking an IFA Administrator in Leicestershire for a full-time role with hybrid options. Salary around £26,000 depending on experience, plus benefits and performance bonus.

The role supports a Chartered Financial Planner and involves close work with the Director and network to ensure compliant client outcomes. The ideal candidate will have wealth management administration experience, proficiency with Intelliflo/Intelligent Office/FE Analytics, strong IT skills, and

Qualifications

• Wealth management administration experience.
• Intelliflo / Intelligent Office / FE Analytics experience.
• IT literacy with Microsoft Office.

Responsibilities

• Liaising with clients and handling queries.
• Working closely with the Director.
• Working with the Company’s Network to ensure procedures are followed.
• Utilising IT systems (Intelliflo / Intelligent Office) to achieve best outcomes.
• Preparing Suitability Reports from templates.
• Processing new business and ensuring timely completion.
• Ensuring compliance requirements are adhered to.
• Quotations and valuations.

Skills

Wealth management

IT literacy

Communication skills

Suitability reports

Independent working

Time management

Initiative

Tools

Intelliflo

Intelligent Office

FE Analytics

Job description

North Oak Recruitment Ltd is seeking an IFA Administrator in Leicestershire for a full-time role with hybrid options. Salary around £26,000 depending on experience, plus benefits and performance bonus.

The role supports a Chartered Financial Planner and involves close work with the Director and network to ensure compliant client outcomes. The ideal candidate will have wealth management administration experience, proficiency with Intelliflo/Intelligent Office/FE Analytics, strong IT skills, and