IFA Administrator
Heat Recruitment
Lincoln
3d ago

Are you an experienced administrator looking for change? Are you looking to take your experience and work for a top IFA firm that provide bespoke financial planning advice to a variety of HNW clients?

My client are a reputable financial planning practice who are currently looking to expand their back office team due to a period of growth.

You will be given a chance to develop and build on your experience with a firm that values progress and development.

Duties :

  • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • Processing of new business and documentation
  • Preparing for adviser / client appointments including obtaining quotations, illustrations.
  • Producing client valuations
  • Fee Reconciliations and providing end of month figures to the administration manager
  • Overseeing the diaries to make sure everything is in order for client meetings
  • Skills :

  • Strong experience within an IFA firm in a similar position
  • Any R0 exams and willingness to work towards the Level 4 Diploma is desirable
  • Excellent communication skills, both oral and written
  • Able to build strong relations with staff members and clients
  • Synonyms :

    IFA administrator, private client administrator, sales support, financial planning assistant

  • If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised;
  • you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career

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