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.