Job Information

Our Clients are a hugely successful firm of Financial Advisors based in Northampton who require an additional, experienced IFA Administrator to join the Technical Administration team. The Company, who values their staff and encourages them to develop and extend themselves, both professionally and personally, supports their staff with a good working environment and appropriate financial rewards, this investment in people, is reflected in the long service of most of their people.

Main Objective
To provide business support to the Financial Advisors, working within the agreed business objectives
To provide shadow support as required
To maintain the highest possible ethical and professional standards at all times

Administrator

To assist with non-advisory administration, plus provide administrative support
Current and detailed knowledge of intermediary market in financial services
Ad hoc admin duties to include mail shots, general correspondence
Preparing research, agendas and paperwork for client review meetings
Administrative support to encompass the processing of research, new business and client valuations
To act as a liaison point for clients and providers
To maintain and update client information
To provide ad-hoc shadow support for the office

Personal Attributes

Organised, being able to work on your own initiative
To be able to prioritise your own workloads, plus that of the Adviser
Proactive, with an ability to multi-task
Excellent communication skills and a team player
Professional, responsible and courteous manner, alongside discretion in handling confidential information is paramount