Job Information

Our Clients are a boutique style firm of Wealth Managers and IFA’s based in the City of Leeds.
They require an IFA Administrator to assist with the back office function and Client services Administration and supporting the Paraplanners and Advisors alike.

The Role
The role will be suitable to someone who has 2 to 3 years experience as an administrator within the financial services industry, either working for an IFA or Pension Company. You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable.

Knowledge, Skills & Experience Required
The Administrator role requires an individual who is experienced in working to deadlines, prioritising workload and providing a high level of customer service at all times.

To be successful in the role of IFA Administrator, you will have 2 to 3 years experience within the financial services; technical knowledge, and have gained the relevant experience noted above.

Systems Knowledge : Advisor Office, The Exchange, Word, Excel, Outlook, FE Analytics, Paraplanning Online, Dynamic Distribution, Volume

Knowledge of Pensions, Investments, Protection and Mortgages & ability to process new business for each of these areas

Knowledge of Wrap Platforms : ideally Standard Life, Aviva, Old Mutual Wealth, Cofunds,

Knowledge of and ability to create suitability reports for all areas of business as noted above

The Financial Services Administrator should have a current working knowledge of:
Providing comprehensive support to senior financial advisers.
Administering Investments, Pensions and Protection for individual clients

Submitting new business and servicing : Knowledge of Protection, Investments, Top-ups, Pension Transfers and Drawdown etc. would be an advantage.
Our Clients’ process a large number of new business cases and therefore you must be have good understanding of remuneration structures e.g. fees and commissions etc

You will be computer literate with the ability to use Microsoft Office and have a good working knowledge of Excel software.