Description
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