Senior IFA Administrator

Cameron James
11 Mar 2017
10 Apr 2017
Contract Type
Full Time

A large IFA with a strong presence across the West Midlands are looking for an IFA administrator

As the successful candidate you will:

  • Process new business from start to finish from arranging the initial meeting with the adviser, to placing on the system and creating client packs
  • Obtain quotations from pension, life/protection and investment providers, liaise with the BDMs at these firms and chase information for clients where necessary
  • Pull together valuation reports and assist with annual file reviews, create basic suitability reports to be FCA compliant
  • Enjoy client-facing contact and be the first point of contact for intial enquiries, as well as occasionally joining on client meetings to take minutes
  • Assist with ad-hoc administration such as post, filing, scanning and answering basic and general enquiries

You will need to have the following skills to do this successfully:

  • Extensive experience as an IFA administrator or junior paraplanner, as the role will be challenging and you will need to be able to hit the ground running
  • Strong IT skills, an ability to quickly pick up new systems and a good familiarity with Microsoft Excel, Word and Outlook. Knowledge of Intelligent Office is highly desirable but not essential
  • Some progress towards industry relevant qualifications e.g. R01, CF1 or the CISI route towards Diploma in Financial Planning
  • A positive and polished demeanour, whereby you are able to easily build rapport with clients and other stakeholders

Please note, the salary for this role is competitive at up to £30,000, but there is also an extensive list of employee benefits including discretionary bonus, childcare vouchers, share plans, season ticket loans and study support. There is also the opportunity to develop a long-term career here, as many of their top advisers started off in sales support or paraplanning, and progressed from there.