ifa administrator
Responsibility
- liaising with clients and third parties both verbally and written
- we deal with Pensions, Investments, Protection, IHT & Tax along with Retirement Planning
- maintaining records and databases
Show more +12 - preparing correspondence
- generating Annual report packs including valuations and reports
- producing Illustrations
- adviser pipeline management
- IFA Administration supporting role within an established award winning Independent Financial Advisers based in Shrewsbury, to provide support to the Financial Advisers within the office environment
- preparing advice/suitability reports using firm templates
- you will be an important part of the team working within a busy office where organisation and working to deadlines is all within a day’s work, attention to detail to essential
- completing forms & applications both written and electronic
- we operate as a paperless office and so it is essential that our work database is kept up to date to ensure service standards are maintained throughout
- ensuring compliances requirements are adhered too
- fund Switches
- ad-hoc administrative duties
Requirements
- an interest in finances and/or investments
- ability to work under pressure and meet deadlines
- previous experience using Defaqto, FE analytics is desirable but not essential
Show more +3 - to pass probation there are a series of short compliance, money laundering and basic knowledge tests
- technical knowledge may be validated from time to time through internal assessments
- support, funding and incentives are available for industry examinations
Salary in other companies in the position ifa administrator
| FUSION CONSULTING | 2708 £ | 2361 £ 2708 £ |
| PLACING FACES | 2625 £ | 2361 £ 2708 £ |
| JANE DEANE RECRUITMENT | 2500 £ | 2361 £ 2708 £ |
| RECRUITMENT CIRCLE | 2500 £ | 2361 £ 2708 £ |
| ENABLE SALES RECRUITMENT | 2500 £ | 2361 £ 2708 £ |
| KAMRO | 2500 £ | 2361 £ 2708 £ |
| SPECIALIST RECRUITMENT | 2433 £ | 2361 £ 2708 £ |
| IN2 PLANNING | 2400 £ | 2361 £ 2708 £ |
| RECRUIT UK | 2375 £ | 2361 £ 2708 £ |
| FINANCIAL CAREERS | 2361 £ | 2361 £ 2708 £ |