IFA Administrator

Aston Charles Ltd
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

An excellent opportunity has arisen for a IFA Support Administrator with one of the country’s leading UK Financial Practices in Birmingham

This firm has built an excellent reputation over many years in the National market and provides advice on a wide range of financial products. This firm has been a trusted source of independent financial advice for over 40 years, which makes it one of the UK’s longest established practitioners. Backed by one of Europe’s leading financial solutions providers, it is well-placed for the longer term, and able to exercise its position and influence in the market for the benefit of its clients. The company acts for individuals, as well as companies and their employees, all of whom seek to prosper financially from tailored financial advice.

The role requires a highly organised individual to provide the Private Client IFAs with full administrative support, alongside adhering to strict FCA regulations and processes and procedures. You must have good attention to detail, together with excellent customer service and communication skills. Just as importantly, you must have the ability to work to deadlines, prioritise workloads, and manage various projects. Ideally, you will have a working knowledge of an IFA environment, and whilst you will receive comprehensive training, you will need to have a good understanding of financial products. In an ideal world, some exposure to paraplanning, including research and report writing, would be advantageous, although not essential.

You will be trained on both pre and post-sale administrative tasks, with a view to developing into a fully-fledged servicing or new business processing role.

In return, you will receive a competitive salary, together with benefits including 25 days’ holiday (rising to 31 days with service), pension, D.I.S, as well as other flexible products. As part of your ongoing career development programme, you will also benefit from financial support towards the Diploma Level 4 qualification,

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Financial Services and General Insurance Recruitment

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