Job Information

Working in partnership with a Financial Planners specialising in Investment Portfolios and Pensions. I am currently recruiting for an IFA Administrator to join a small hardworking team.

As an IFA Administrator you will support the Financial Advisers with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

• Fees and commission processing/reconciliations
• Assisting to compile Suitability Reports
• Preparing and processing new business through to completion in line with FCA regulations and company procedures
• Protection, pension and investment administration
• Submitting letters of authority and obtaining relevant information from the provider, to be presented to the IFA in a presentable manner
• Compiling review files, including obtaining illustrations from providers
• Liasing with providers, clients, colleagues and IFA
• Preparing policy summaries for clients, including valuations
• Processing client withdrawals and income drawdown
• Reviewing platform investments, including maintaining cash balances and selling, buying or switching of assets
• Dealing with client queries and on-going servicing
• Maintaining client files
• Ensuring TCF & compliance procedures are adhered to
• Compiling and maintaining internal reports
• Data processing
• Answering incoming telephone calls
• General office duties

Any other tasks as required to support financial services business operation and functionality

The successful IFA Administrator must have either provided similar support within a Financial Planning company or will have administration experience within a relevant Product Provider environment.

In return you will receive a salary of up to £25,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.

This company also offer a very attractive discretionary bonus based on overall company performance.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt.

For further information please contact me on 0113 242 911, email rebecca.hunt@cameron-james.co.uk, or APPLY online at http://cameron-james.co.uk/