As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs.
This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including:
* Client relationships – welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information
* Meeting preparation – preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks
* Processing – issuing LOAs, submitting business, updating the CRM system (Intelliflo)
* Providers – liaising with providers to chase for outstanding items
The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them.
IFA Administrator Requirements
* You should have experience as an IFA Administrator or similar role
* Individuals with Intelliflo experience would be ideal, but not essential
* You should be able to manage multiple tasks and complete within agreed timescales
The Company
This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member.
IFA Administrator Benefits
* Salary of up to £32,000 depending on experience
* Company benefits include 25 days holiday + bank holidays, pension
* 37.5 hours per week, although would consider part-time
* Flexible start / finish time if desired
* Mainly office based role
Location
Shrewsbury
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Salary description
£32000.00 - £32000.00 per year