Ifa Administrator
Posted on Sep 12, 2024 by CV-Library
West Bridgford, Nottinghamshire, United Kingdom
Accountancy
Immediate Start
£28k - £30k Annual
Full-Time
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: Senior IFA Administrator
Location: Nottingham
Benefits:
Life Cover
Pension Scheme
Competitive Salary (£28k–£30k depending on experience and qualifications)
Parking
About the Role:
Our client is a well-established financial advisory firm committed to delivering bespoke financial advice to individuals and businesses. They take pride in offering high-quality, client-focused solutions across investments, pensions, protection, and retirement planning.
They are currently seeking a Senior IFA Administrator to join their team. This is a key role in supporting their Independent Financial Advisors (IFAs) and ensuring the smooth operation of the firm. The ideal candidate will be detail-oriented, proactive, and highly organised.
Day-to-Day Duties:
* Client Administration: Manage daily client account administration, including record updates, application processing, and preparing client packs for meetings.
* IFA Support: Provide administrative support to IFAs by handling client queries, scheduling appointments, and assisting with research tasks as needed.
* New Business Processing: Liaise with product providers to process new business applications, ensuring adherence to internal procedures and regulatory requirements.
* Client Communication: Manage all client correspondence efficiently, including letters, emails, and phone calls, ensuring professionalism at all times.
* Compliance Support: Assist with the preparation of compliance documentation and maintain client files according to FCA regulations.
* Platform Management: Use financial platforms and back-office systems such as Intelligent Office and XPlan to update client details, process transactions, and generate reports.
* Data Management: Maintain accurate client records and manage data entry into the firm's CRM and back-office systems.
* Reporting: Assist with preparing client reports and suitability letters, including conducting research and compiling relevant documentation.
* Team Collaboration: Work closely with advisors, paraplanners, and other team members to ensure seamless operations and client satisfaction.
What You Need to Succeed:
* Previous experience in an IFA administration or financial services administration role is essential.
* Familiarity with back-office systems such as Intelligent Office, XPlan, or similar platforms.
* Strong understanding of pensions, investments, and protection products.
* Excellent organisational skills with the ability to multitask and manage priorities efficiently.
* High attention to detail and accuracy in handling client data and documentation.
* Strong written and verbal communication skills.
* Ability to work both independently and as part of a team.
* A proactive approach to problem-solving and a commitment to delivering excellent client service.
How to Apply:
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this discussion, we will identify your specific skills and motivations and recommend other relevant opportunities that may match your requirements
Financial Services Specialist Recruiters
Job Title: Senior IFA Administrator
Location: Nottingham
Benefits:
Life Cover
Pension Scheme
Competitive Salary (£28k–£30k depending on experience and qualifications)
Parking
About the Role:
Our client is a well-established financial advisory firm committed to delivering bespoke financial advice to individuals and businesses. They take pride in offering high-quality, client-focused solutions across investments, pensions, protection, and retirement planning.
They are currently seeking a Senior IFA Administrator to join their team. This is a key role in supporting their Independent Financial Advisors (IFAs) and ensuring the smooth operation of the firm. The ideal candidate will be detail-oriented, proactive, and highly organised.
Day-to-Day Duties:
* Client Administration: Manage daily client account administration, including record updates, application processing, and preparing client packs for meetings.
* IFA Support: Provide administrative support to IFAs by handling client queries, scheduling appointments, and assisting with research tasks as needed.
* New Business Processing: Liaise with product providers to process new business applications, ensuring adherence to internal procedures and regulatory requirements.
* Client Communication: Manage all client correspondence efficiently, including letters, emails, and phone calls, ensuring professionalism at all times.
* Compliance Support: Assist with the preparation of compliance documentation and maintain client files according to FCA regulations.
* Platform Management: Use financial platforms and back-office systems such as Intelligent Office and XPlan to update client details, process transactions, and generate reports.
* Data Management: Maintain accurate client records and manage data entry into the firm's CRM and back-office systems.
* Reporting: Assist with preparing client reports and suitability letters, including conducting research and compiling relevant documentation.
* Team Collaboration: Work closely with advisors, paraplanners, and other team members to ensure seamless operations and client satisfaction.
What You Need to Succeed:
* Previous experience in an IFA administration or financial services administration role is essential.
* Familiarity with back-office systems such as Intelligent Office, XPlan, or similar platforms.
* Strong understanding of pensions, investments, and protection products.
* Excellent organisational skills with the ability to multitask and manage priorities efficiently.
* High attention to detail and accuracy in handling client data and documentation.
* Strong written and verbal communication skills.
* Ability to work both independently and as part of a team.
* A proactive approach to problem-solving and a commitment to delivering excellent client service.
How to Apply:
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this discussion, we will identify your specific skills and motivations and recommend other relevant opportunities that may match your requirements
Reference: 222311997
https://jobs.careeraddict.com/post/95114011
Ifa Administrator
Posted on Sep 12, 2024 by CV-Library
West Bridgford, Nottinghamshire, United Kingdom
Accountancy
Immediate Start
£28k - £30k Annual
Full-Time
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: Senior IFA Administrator
Location: Nottingham
Benefits:
Life Cover
Pension Scheme
Competitive Salary (£28k–£30k depending on experience and qualifications)
Parking
About the Role:
Our client is a well-established financial advisory firm committed to delivering bespoke financial advice to individuals and businesses. They take pride in offering high-quality, client-focused solutions across investments, pensions, protection, and retirement planning.
They are currently seeking a Senior IFA Administrator to join their team. This is a key role in supporting their Independent Financial Advisors (IFAs) and ensuring the smooth operation of the firm. The ideal candidate will be detail-oriented, proactive, and highly organised.
Day-to-Day Duties:
* Client Administration: Manage daily client account administration, including record updates, application processing, and preparing client packs for meetings.
* IFA Support: Provide administrative support to IFAs by handling client queries, scheduling appointments, and assisting with research tasks as needed.
* New Business Processing: Liaise with product providers to process new business applications, ensuring adherence to internal procedures and regulatory requirements.
* Client Communication: Manage all client correspondence efficiently, including letters, emails, and phone calls, ensuring professionalism at all times.
* Compliance Support: Assist with the preparation of compliance documentation and maintain client files according to FCA regulations.
* Platform Management: Use financial platforms and back-office systems such as Intelligent Office and XPlan to update client details, process transactions, and generate reports.
* Data Management: Maintain accurate client records and manage data entry into the firm's CRM and back-office systems.
* Reporting: Assist with preparing client reports and suitability letters, including conducting research and compiling relevant documentation.
* Team Collaboration: Work closely with advisors, paraplanners, and other team members to ensure seamless operations and client satisfaction.
What You Need to Succeed:
* Previous experience in an IFA administration or financial services administration role is essential.
* Familiarity with back-office systems such as Intelligent Office, XPlan, or similar platforms.
* Strong understanding of pensions, investments, and protection products.
* Excellent organisational skills with the ability to multitask and manage priorities efficiently.
* High attention to detail and accuracy in handling client data and documentation.
* Strong written and verbal communication skills.
* Ability to work both independently and as part of a team.
* A proactive approach to problem-solving and a commitment to delivering excellent client service.
How to Apply:
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this discussion, we will identify your specific skills and motivations and recommend other relevant opportunities that may match your requirements
Financial Services Specialist Recruiters
Job Title: Senior IFA Administrator
Location: Nottingham
Benefits:
Life Cover
Pension Scheme
Competitive Salary (£28k–£30k depending on experience and qualifications)
Parking
About the Role:
Our client is a well-established financial advisory firm committed to delivering bespoke financial advice to individuals and businesses. They take pride in offering high-quality, client-focused solutions across investments, pensions, protection, and retirement planning.
They are currently seeking a Senior IFA Administrator to join their team. This is a key role in supporting their Independent Financial Advisors (IFAs) and ensuring the smooth operation of the firm. The ideal candidate will be detail-oriented, proactive, and highly organised.
Day-to-Day Duties:
* Client Administration: Manage daily client account administration, including record updates, application processing, and preparing client packs for meetings.
* IFA Support: Provide administrative support to IFAs by handling client queries, scheduling appointments, and assisting with research tasks as needed.
* New Business Processing: Liaise with product providers to process new business applications, ensuring adherence to internal procedures and regulatory requirements.
* Client Communication: Manage all client correspondence efficiently, including letters, emails, and phone calls, ensuring professionalism at all times.
* Compliance Support: Assist with the preparation of compliance documentation and maintain client files according to FCA regulations.
* Platform Management: Use financial platforms and back-office systems such as Intelligent Office and XPlan to update client details, process transactions, and generate reports.
* Data Management: Maintain accurate client records and manage data entry into the firm's CRM and back-office systems.
* Reporting: Assist with preparing client reports and suitability letters, including conducting research and compiling relevant documentation.
* Team Collaboration: Work closely with advisors, paraplanners, and other team members to ensure seamless operations and client satisfaction.
What You Need to Succeed:
* Previous experience in an IFA administration or financial services administration role is essential.
* Familiarity with back-office systems such as Intelligent Office, XPlan, or similar platforms.
* Strong understanding of pensions, investments, and protection products.
* Excellent organisational skills with the ability to multitask and manage priorities efficiently.
* High attention to detail and accuracy in handling client data and documentation.
* Strong written and verbal communication skills.
* Ability to work both independently and as part of a team.
* A proactive approach to problem-solving and a commitment to delivering excellent client service.
How to Apply:
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this discussion, we will identify your specific skills and motivations and recommend other relevant opportunities that may match your requirements
Reference: 222311997
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