Back to searchIFA Administrator
Lime People Search & Select Ltd
Posted 3 days ago, valid for 20 days
Sheffield, GB S1 1EQ, England
£23000 - £25000/annum £20-24k +bens
Full Time
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Sonic Summary
- My client is an Independent Financial Advisory firm based in Sheffield, seeking an IFA Administrator to support Directors and Advisors in day-to-day administrative tasks.
- The role involves processing and monitoring new business applications, maintaining a diary system, ensuring compliance with AML requirements, and providing support for client valuations and inquiries.
- Candidates should have 2-3+ years of experience in an administrative role within Financial Services.
- Knowledge of investments, pensions, life assurance, and personal tax is advantageous, as well as any studies related to Financial Advice or Planning.
- The salary for this position is competitive and commensurate with experience.
oviding financial solutions that are tailored to their
clients needs.
We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
We would ideally be seeking someone with 2-3+ years experience working within an Administrative role within Financial Services, whop woiuld be happy working in an Administrative role.
It would be to your advantage if you have an any knowledge or understanding of investments pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning, although this would not be needed if the potential candidate has the right experience.
