IFA Administrator

IFA Administrator

Location | Stamford

Salary up to £27,000

3x Death in service

Private Health Care

Exam support - £500 for each passed exam!!

NJR are currently representing a well-established Financial Planning practice known for providing bespoke Solutions to a growing Client bank of High Net Worth individuals. As a result of their continued growth, they are now seeking a technically minded IFA Administrator to join their team. Our Client offers a vibrant working culture and work very much as a team. They are also supportive of working towards Industry exams and encourage development, and therefore the successful Candidate will have a short-term opportunity to progress sin to a Trainee Paraplanner.

Responsibilities & Accountabilities:

• To determine and deliver the most appropriate solutions and providers
• Collating information from existing pension/investment portfolios
• Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made
• Working through adviser fact finds and supporting material
• Construct Suitability Reports for advisers
• Create cash flow (retirement income) reports for advisers
• Provide all support material for client recommendation including illustrations and application documents
• Provide technical support to the adviser
• Preparation of annual client reviews
• Liaise effectively with clients, product providers, associations and other departments
• All the above in a compliant manner as set down by the Company and the Regulator's procedures
• Undertaking any other reasonable duties as requested by management/directors

Ideally candidates applying for the above role should offer the following -

• Working towards or willing to be Level 4 CII Diploma qualified
• Minimum of 2 years’ experience with the financial services industry
• Have a professional, proactive and positive attitude
• Analytical with a keen eye for detail

Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information please contact one of our specialist consultants quoting REF: NJR15692