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This IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
As an IFA Administrator, your duties will include:
- Input data onto the customer back office system and manage client records to keep them up to date
- Ensure all compliance paperwork is completed
- Prepare application forms and paperwork required for the advice process
- Process and manage standard and more complex new business and servicing through to completion
- Chase progress of applications and inform the Financial Advisers should any issues arise
- Process any servicing changes to clients’ investments
- Prepare client portfolio valuations and review documents
- Hold regular meetings with your Paraplanners and Financial Adviser to discuss ongoing and upcoming cases
IFA Administrator Requirements
- You should have experience within a financial planning firm and have supported Financial Advisers
- You should have knowledge of financial planning products and the client process
- You must have excellent numeracy and literacy skills (GCSE grades A - C or 4 - 9)
- You must be competent using Microsoft Office products and industry software
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.
IFA Administrator Benefits
- Salary of £28,000 - £38,000 depending on experience
- Plus company benefits available immediately include group life cover, group income protection
- Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
- Hybrid based role with up to 2 days from home (may require additional days in the office during probation period)
- Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
- 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 day’s birthday leave and 1 day for charity / community work each year
Location
North Somerset
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