Job Details
Senior IFA Administrator
Sector:Financial Services
Region : East Midlands
Location: Leicester
Salary: £20,000-£30,000 + benefits + pension
Job Ref.: SL:IFAADMLDN
Job Information
The company A well-established, long standing IFA with a growing team are looking to add an IFA Administrator to support their director
This is an opportunity for an IFA administrator to pick up Paraplanning duties, working alongside a talented fee-earner
The role will have a broad scope of responsibility, and will be varied
There may be scope for progression into Office Manager or Paraplanner from this role
The role
Sales support for an IFA, supporting with everything from new business submission to templated suitability reports
Utilising Intelligent Office to keep a secure client CRM and have one place for updating all the information
Taking ownership of training and supporting the more junior IFA administrators, also chasing providers
Some PA responsibilities such as diary management, scanning and answering client enquiries
The candidate
Minimum of 3 years' experience as an IFA administrator, processing pensions, investments and protection business
Strong back office systems knowledge, either using Plum, Avelo, Intelligent Office
Polished and professional, as you will have client contact and contact with providers
Experience writing suitability letters from templates and producing valuations
What's in it for meΒ£
Salary between Β£20,000 - Β£30,000 plus benefits and bonus
Study support up to chartered status
A fun and modern environment with a buzzing team
Flexible working hours
If you fit the candidate profile, please do apply, as this is an excellent opportunity.