IFA administrator

Fram Search

Posted 5 days ago, valid for a month

Preston, Lancashire PR3 3XR, England

Full Time

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Sonic Summary

Fram is partnering with a well-established Financial planning firm in Lancashire to hire an IFA administrator.
The role requires at least a few years of IFA administration experience and offers a competitive salary.
The successful candidate will provide comprehensive administrative support to the Financial Planning and paraplanning team in a hybrid work environment.
Responsibilities include processing new business applications, liaising with providers, and producing client valuation reports.
Candidates should possess strong skills in Word, Excel, and Outlook, along with excellent communication abilities, while RO qualifications are preferred but not essential.

Hybrid
IFA Admin experience
Competeitve salary

Fram is excited to partner with an established Financial planning firm company based in Lancashire. Due to growth, they are looking to hire an IFA administration to provide comprehensive administrative support to the Financial Planning and paraplanning team. The admin team, work in a pod system supporting 4 financial advisors, allowing you to get to know the clients, Financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm. Some of the responsibilities:

Processing new business applications and monitoring to completion
Liaising effectively with providers
Deal with general enquires from clients
Producing client valuation reports
Working collaboratively with Financial Planners and Paraplanners within your pod, supporting them and the clients you serve.
Updating of the back-office software
Other ad-hoc administration duties as required

An ideal candidate will have at least a few years’ administration experience within an IFA. A good knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills. Ideally some RO qualifications but this is not essential as our client will help with professional development

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