IFA Administrator

Search Consultancy
09 May 2017
07 Jun 2017
Contract Type
Full Time

An excellent opportunity for an experienced Administrator has arisen to join a reputable IFA practice in Preston.

You will need to have worked within the Financial Services industry and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA's and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines.

You will need to be a team player and be happy to help other team members when required.
You must have had experience of writing suitability reports.
Award in Financial Administration qualification would be preferred.
If not already qualified to diploma level, should be part qualified or keen to progress further.
Experience using Intelligent Office and O&M would put candidates at an advantage.

Key responsibilities are:

Produce professional suitability reports
Tailoring suitability letters to individual clients
Responsible for file preparation for meetings and existing business administration
Provide specific product, provider and fund research
Assisting administrators during busy periods and working in a team environment.
Other administrative duties include:
Submit new business applications
Produce quotations
Deal with providers
Deal with clients
Chase outstanding pipeline cases
Chase outstanding fees

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.