We are currently recruiting for a National Financial Planning company that are looking to recruit 2 IFA Administrators to join their team. This will be a home-based role but you may be required to go to the office on the odd occasion. This is a great opportunity to join a highly regarded Financial Planning practice.

Candidates skills

• Provide high-quality support to our Advisers
• Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
• Prepare and issue client reviews including obtaining product specific information eg switch fees and funds available and charges
• Work with FE analytics
• Co-ordinate the issuing of client advice, client correspondence and enclosures
• Process new business through to conclusion
• Work with Platform sites

Qualities

• Excellent communication skills, both verbal and written
• Ability to effectively manage your own time and achieve strict timescales
• Work on your own initiative
• A self-starter and finisher
• Good at working under pressure
• Well developed problem-solving skills
• Excellent attention to detail
• A strong team player

Experience

• Minimum of 5 years’ financial services industry experience in a similar role
• A proven track record in providing high quality administrative support to advisers
• Proficient with Microsoft Excel and Word
• Proficient in Xplan (desirable)

Qualifications

• Working towards the CII Level 4 qualification would be desirable