IFA Administrator

Salary - £27,000 - £30,000 based on experience

Location – WA16

Our client is redefining what it means to be a leader in
wealth management and financial advice. Since their founding in 2016, they have
been on a mission to help individuals across the UK navigate their financial
futures with confidence, advising on over £1 billion of pensions.

They are currently recruiting an experienced Adviser
Support Administrator/ Financial Planning Administrator to join their
growing team based at their head office in Knutsford, Cheshire.

The successful candidate will have the opportunity to work
in a supportive environment for continual learning. All technical
qualification and training costs are met by the company.

You will have the opportunity to be part of a team
delivering truly great financial planning advice to their interesting and
varied range of clients, working closely with all the financial planners and
paraplanners.

Requirements

Administration experience in a financial planning company
for at least two years.

Experience in processing authority letters and gathering
data about a clients investments, pensions and life assurance policies.

Understanding of financial transactions including those
related to investments, insurance policies, sales, fund switches, withdrawals.

Financial administration qualifications would be
advantageous.

Comfortable using different types of technology and systems,
including CRM and project management systems, and a range of investment
platforms.

Responsibilities

Processing authority letters, gathering financial data for
new clients and annual reviews.

Preparing application forms and client documentation.

Processing financial transactions on platforms.

Preparing client reviews, including gathering financial
data, updating goals information and setting up meetings.

Dealing with the post, emails and any correspondence
relating to clients or their financial situation.

Providing administrative support to the financial planners
and paraplanners as required.

Supporting clients with administrative queries and
communication as required.