Nr Loughborough, Leicestershire (our Ref AL1409)
Salary c£26,000 depending on experience + benefits and performance related bonus
Full time position, office based, although consideration may be given to part time and hybrid working
My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.
The role will be varied and you will work closely with the Director, in providing a first-class service to their clients. Should you wish to work towards taking CII qualifications then this can be supported.
Main responsibilities:
* Liaising with clients and handling queries
* Working closely with the Director
* Working closely with the Company’s Network, ensuring that all practices and procedures are implemented and followed effectively
* Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo / Intelligent Office)
* Preparing Suitability Reports from templates
* Processing new business and ensuring smooth and timely completion
* Ensuring compliance requirements are adhered to
* Quotations and Valuations
The Ideal Person:
* Wealth Management Administration experience
* Intelliflo / Intelligent Office / FE Analytics experience
* IT literate (Microsoft Office etc)
* Good verbal and written communication skills
* Ability to prepare accurate Suitability Reports
* Able to work independently, efficiently & accurately and to use own initiative
* Good time management skills with the ability to manage own workflow
If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website
Salary description
£26000.00 - £28000.00 per year