IFA Administrator

Blakemore Recruitment

Posted 19 hours ago, valid for 10 days

St. Albans, Hertfordshire AL3 6JZ, England

Full Time

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Sonic Summary

We are seeking an IFA administrator for a financial planning practice located in St Albans.
The role involves providing administrative support to Paraplanners and Financial Advisers, including producing Annual Review Packs and processing applications.
Candidates should ideally have some office experience in a similar role and be familiar with Word and Excel.
The position requires good written and verbal communication skills, as well as being highly organized and able to exercise initiative.
Salary details are not specified, but candidates should have at least GCE 'A' Level education and GCSEs in English and Maths.

We are recruiting for a financial planning practice in St Albans who are looking to recruit an IFA administrator.

Job Purpose:

To provide administrative support to Paraplanners & Financial Advisers within the business.

Main Activities:

To produce accurate Annual Review Packs for Financial Advisers and process associated tasks

Assist Paraplanners with:

 Basic advice events, such as fund switches and investment withdrawals.
 Producing illustrations and reports for new business
 Processing applications when required

Collate and upload all relevant correspondence to our True Potential back office systemType letters and draft routine correspondenceMaintain all necessary systems

Skills/competencies:

Familiar with Word and ExcelGood team workerGood written and verbal communication skillsHighly organisedAble to exercise initiativeAny knowledge on True Potential and/or Defaqto helpful but not essential

Qualifications:

Essential - Educated to GCE 'A’ Level, GCSE English, GCSE Maths

Experience

Ideally some office experience in a similar role/working environment

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