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Job Role: IFA Administrator/Trainee Paraplanner - Pension & Investment Team
Location: AltrinchamSalary: £26,000.00 - £30,000.00 per year (subject to experience)Full-Time: Monday to Friday, 9:00 AM - 5:00 (Office Based Role).
Reference Number: 9534
About the company…My client is a leading Wealth Management firm based in the heart of Altrincham, and the opportunity has arisen to recruit a dedicated and experienced Senior IFA Administrator to join a growing Pension & Investment Team.
The Role…This is an exciting opportunity for a Senior IFA Administrator to play a key role in supporting our clients and team. You will manage your own workload, handling tasks delegated by the Team Manager, and working closely with clients and colleagues in a professional, detail-oriented manner.
This is a technical administrative role, suitable to both aspiring paraplanners and career administrators with the required skills & experience.
Key Responsibilities…
- Processing and submitting new business in line with the new business workflow
- Submitting Letters of Authority and gathering all necessary plan details for research and analysis
- Greeting and assisting clients, and responding to incoming enquiries
- Rebalancing client portfolios, including buying and selling
- Accurately processing client withdrawals and contributions, ensuring completion
- Preparing client packs for Annual Review meetings, and completing post-meeting tasks
- Writing basic Suitability Reports
- Conducting research for new business cases, primarily focusing on fund and cost analysis
What you need...
- A minimum of two years’ experience in a similar IFA administration role
- High attention to detail and the ability to manage your own workload independently
- Ideally working towards or already holding R0 qualifications (we support staff development with bonuses for exam success)
- Previous experience with the following platforms would be advantageous:
- Intelliflo
- A J Bell
- Transact
- Royal London
- Canada Life International
- FE Analytics
Employee Benefits:
- Starting salary of up to £30,000 (Dependent on experience)
- 24 days holiday
- Company pension scheme
- Income protection (75% of salary, payable after a 13-week deferred period)
- Group life cover (4x salary)
- Team bonus
- Exam Support - Bonus for every exam passed.
- You will be part of a supportive, professional environment with opportunities for career development.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Altrincham on a Senior IFA Administrator role.
Our commitment to you:
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Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
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