Senior IFA Administrator

Description:

Eventus Recruitment Cheshire are seeking a Senior IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Stockport. Reporting to the Practice Manager, you will be working closely with a team of Financial Planners. This is a great job opportunity to join a well-established firm that puts its customers at the heart of their business operations. You will benefit from 25 days holidays (plus bank holidays), study support, DIS (2 x salary), free parking and a very good pension plan.

Role Responsibilities

The incoming Financial Planning / IFA Administrator will have previous experience in a Financial Planning / IFA Administration role, supporting Financial Planners. Responsibilities within this IFA Administrator job include:

* Sending Letters of Authority

* Obtaining applications, illustrations etc

* Ensuring all required information needed to complete application forms and illustrations has been obtained.

* Check, maintain and implement ISA process.

* Processing of New Business

* Supporting paraplanners in research for Suitability Reports

* Preparing information/comparisons for analysis by the Financial Planners.

* Obtain information necessary to compile client recommendations

* Carrying out technical calculations as directed by the financial Planner

* Build strong relationships with clients by providing a friendly and professional point of contact, answering queries and questions

Person Specification

The incoming IFA Administrator will have strong administrative skills from within an IFA / Financial Planning environment. Additionally, you will be competent with using various industry software packages. You will also have:

* Excellent attention to detail and the ability to accurately process data and information

* Impeccable attention to detail

* Excellent organisation and prioritisation skills

* Experience and competence of using software packages and CRM systems

* Work well under pressure and be able to multitask and meet deadlines

* Ability to collaborate and work well within a team

* Always deliver a first class service to clients

* Excellent command of the English language

Benefits and Rewards

The incoming IFA Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits:

* 25 days holiday plus bank holidays.

* Year-end bonuses

* Excellent Pension scheme

* Study support

* Death in service cover

About the Company

This job opportunity is within an established Financial Planning Firm in Stockport, Cheshire. They specialise in pensions and retirement planning work, investments, corporate advice and protection. The firm is looking for a talented individual who wants to be supported with skills development and career progression pathways.

Next Steps

Apply now if your skills and experience align with this Financial Planning / IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website