Job Details

IFA Administrator

Sector:Financial Services

Region : Yorkshire & Humberside

Location: York

Salary: £24,000 - £28,000

Job Ref.: YO23323

Job Information

Our client is a well-established wealth management firm specialising in providing holistic financial services. A position has become available for a Financial Planning Administrator to their team.

The position of Financial Planning / IFA Administrator will work closely with the advisers and senior paraplanner providing support with basic suitability report writing, annual reviews and administration.

Main duties:

• Basic Report writing : insurance, investment etc
• Provide administrative support for quarterly investment portfolio reviews
• Complete bespoke annual reviews for investments
• New business processing and post-sale support
• Assist with withdrawal and drawdown requests
• Deal with client queries

Key qualities and skills required:

• Strong working knowledge and experience of financial services administration
• Ability to prioritise own workload as well as being a good team player
• Be able to demonstrate accuracy and attention to detail in written and numerical work
• Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements
• Excellent communication and interpersonal skills
• Previous experience of Adviser Office preferred
• Knowledge of using investment company platforms

Additional useful qualities and skills

• Have attained or be interested in studying towards attaining financial services qualifications
• Ability to work in an innovative way coming up with suggestions for improvements in process, and a willingness to learn new skills, as required

What`s in it for you?

• An interesting, varied and challenging role with potential for personal growth
• An opportunity to work with collaborative colleagues who are committed to a good level of service delivery

Apply today by submitting your CV HERE! Alternatively call me for a confidential chat