Job Details
Senior Technical IFA Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Liversedge
Salary: £28,000 - £32,000
Job Ref.: DM00100
Job Information
My client is a family run business who cares passionately about their clients. They believe great financial advice is at the core of building a more certain financial future for their clients. With a team of highly qualified Financial Planners, with access to the most up-to-date technology available, they ensure peace of mind to their clients, that their financial future is more secure as a result of working with them.The role will be working in a team that supports the Client Relationship Manager and four Financial Planners. A mix of technical IFA administration and paraplanning duties, the role would best suit a Senior Technical Administrator or developing Paraplanner, who aspires to continue growing and developing.
Responsibilities will include but are not limited to:
- New business pipeline chasing
- Rebalancing client portfolios and fund switching
- Obtaining quotes, key features and research material (file preparation) using IRESS
- Fund/Model Portfolio comparison reports (fund research using FE & Defaqto)
- Risk Profiling Reports
- Research & Suitability Reports
- Admin support
- Client enquires
Applicants should come from an IFA / wealth management / Pensions / investments background. We are looking for a minimum of 2 years in a similar role and ideally, you will be progressing in your studies towards the level 4 Diploma.
In addition to a very generous salary, the candidate will be eligible for a twice-yearly discretionary bonus and decent holiday entitlement.
If you would like to explore this opportunity further, please send your CV today or contact Duncan for an initial chat.