Job Information

A hybrid IFA firm/Mortgage Broker based in the city are expanding rapidly and are looking for someone to assist with their administration. Working as a part of a team, you will have a whole host of responsibilities. You will either report into the Mortgage arm or the IFA arm, but your role will be similar in both background.

Your responsibilities will include:

• Scanning and uploading files to the CRM system, which may be Intelligent Office, Adviser Office or XPLAN
• Make application submissions to Pension, Investment and Protection providers
• Open new client files and support with sourcing quotations and producing client packs
• Day to day administration including being the initial point of contact for clients over telephone and distributing the post

To be successful, you'll need:

• IT competency, with a strong proficiency in Word, Excel and CRM systems
• Pensions, Life, Mortgage and Investment knowledge
• Preferably some progress towards professional qualifications e.g. CeMAP1, CF1, FPC1, R01
• Professional telephone manner
• Strong administration experience within an IFA or Mortgage Brokerage

In return the company offers:

• A competitive starting salary of £18,000-£25,000 dependent on experience
• Full study support to DipFA/CeMAP level, in order to provide a long term career plan
• A warm, professional and supportive working environment
• Full employee benefits including above-average holiday allowances, pension contributions, bonuses, etc

This is an outstanding opportunity for an experienced IFA administrator looking to join a long-standing practice who can offer stability and a long-term career.

Candidates with the required skills and experiences are welcomed to apply, as interviews are taking place this week.