Senior IFA Administrator - Peterborough

Job Role

As a Administrator you will be working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records. Learn all aspects of the business and become a valued member of the team and pass industry-based exams. You will be expected to keep up to date with legislative and industry changes which affect the business and its clients. There will be client contact but you are not authorised to give advice.

Responsibilities

• Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers


• Dealing with clients both on the telephone and face to face


• Dealing with complex cases, creating reports to accurately articulate the advice provided


• Researching, creating compelling, accurate and professional reports for client

Skills and Qualifications

• Efficient in problem solving


• Ability to analyse information with a critical mind set


• Proven experience in decision making


• Ability to build relationships with key stakeholders


• Technically proficient

Benefits

• Company pension scheme


• Death in service


• 25 days annual leave, increasing to 30 days with length of service


• Flexible Benefits


• Access to Electric Vehicle scheme (subject to scheme rules)


• Market leading enhanced family friendly policies


• Cycle to work scheme

Equal Opportunities

Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.