Job Details

Senior IFA Administrator

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Leeds

Salary:

Job Ref.: SL:SNIFAADMLDS

Job Information

A highly renowned IFA firm with a strong presence across West Yorkshire are looking for an experienced IFA Administrator to join their busy team in Leeds. In what is a varied role, supporting talented and long-serving Independent Financial Advisers, this is an opportunity for someone with a number of years working at an IFA firm to find somewhere to truly build a long-term career.

As the successful candidate you will:

• Process new business from start to finish from arranging the initial meeting with the adviser, to placing on the system and creating client packs
• Obtain quotations from pension, life/protection and investment providers, liaise with the BDMs at these firms and chase information for clients where necessary
• Pull together valuation reports and assist with annual file reviews, create basic suitability reports to be FCA compliant
• Enjoy client-facing contact and be the first point of contact for intial enquiries, as well as occasionally joining on client meetings to take minutes
• Assist with ad-hoc administration such as post, filing, scanning and answering basic and general enquiries

You will need to have the following skills to do this successfully:

• Extensive experience as an IFA administrator, as the role will be challenging and you will need to be able to hit the ground running
• Strong IT skills, an ability to quickly pick up new systems and a good familiarity with Microsoft Excel, Word and Outlook. Knowledge of Intelligent Office is highly desirable but not essential
• Some progress towards industry relevant qualifications e.g. R01, CF1 or the CISI route towards Diploma in Financial Planning
• A positive and polished demeanour, whereby you are able to easily build rapport with clients and other stakeholders

This is an excellent opportunity for someone who has worked as an IFA administrator but is looking for a little extra for their next role. This firm are known for taking individuals from IFA Administrators to IFAs with successful businesses, so the opportunities to develop are expansive here.

Please note, the salary for this role is competitive at up to £30,000, but there is also an extensive list of employee benefits including discretionary bonus, childcare vouchers, share plans, season ticket loans and study support.