Senior IFA Administrator

Senior IFA Administrator

EGR/10881

Financial Services

£25,000 - £30,000

·        Hours: 9-5 rigid
·        Holidays: 20 plus stats and closed at Xmas
·        Pension
·        Study Support (if desired)
·        Other: Team building and monthly wellbeing days

31/07/2024

If you are a competent  IFA Administrator, who would love to be part of a small, truly client-centric business, where you’ll find a warm and inviting culture, then read on…

Based in North Tyneside (with excellent transport links), our client is growing their business and requires an additional talented, IFA Administrator, to work alongside two Paraplanners, supporting 2 Advisers, across investment and pensions.

This is a full-time position, office based (some flexibility, if required) where your responsibilities will include:-

·        First point of contact for clients
·        Providing administrative support to advisers and paraplanners before and after client meetings
·        Supporting clients through the financial planning process
·        Updating back-office systems (Intelliflo)
·        Working with various platforms and cashflow tools
·        Liaising with providers for updates

Not essential

Candidate Requirements:

·        Must be an efficient and competent IFA Administrator
·        Possess excellent IT skills (Microsoft Office), Intelliflo would be advantageous, not essential
·        Superb interpersonal and communication skills – understands how to build relationships with clients
·        Good literacy and numeracy skills with a high degree of accuracy
·        Ability to work independently, under pressure and to deadlines
·        Attention to detail and problem-solving skills
·        Willing to learn and develop
·        Strong organisational skills
·        Ability to multi-task and prioritise work
·        Proactive task management
·        Excellent time management skills
·        Proactive, team player with a ‘can do’ attitude, genuinely invested in the success of the company

 

Know someone who the above job would be a perfect fit for?

REFER THEM …and receive £250 when they start in their new role!

Are you interested?


Click to apply today!

Apply now