Enable job alerts via email!

IFA Administrator

Heat Recruitment

Preston

On-site

GBP 30,000

Full time

30+ days ago

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

An established industry player is seeking an IFA Administrator to provide essential support to Directors and IFAs. This role involves managing diaries, preparing client reports, and ensuring smooth client interactions. The ideal candidate will have a strong background in financial services, with at least two years of experience, and a solid understanding of market products. You will thrive in a dynamic environment, showcasing your proactive attitude and excellent communication skills. Join a company that values initiative and offers the opportunity to make a significant impact in a supportive team setting.

Mindset for proactive work and effective communication is essential.
2+ years in financial services with knowledge of market products.

Provide administrative support including diary management and client reports.
Maintain Intelliflo database and assist with fee reconciliations.

Verbal Communication

Written Communication

Interpersonal Skills

Time Management

Proactive Attitude

Intelliflo

Microsoft Office

IFA Administrator
Up to £30,000
Lancashire

Responsibilities

To provide administrative support to the Directors/IFAs which will include diary management, meeting preparation, preparing client reports, client reviews and the resulting activity management.
Where necessary, greet clients and organise refreshments for client meetings.
Complete and process paper based and online new business applications, ensuring activity entries are accurately maintained to track business end-to end.
Prepare research material in support of advice reports from various online systems i.e. fund factsheets, sector benchmarking and sourcing/preparing relevant charting/graphs.
Accurately maintain required systems, in particular the Intelliflo back-office database and automated document filing system.
Process Letters of Authority and ensure all relevant information is accurately collated, logged and delivered to the IFA in a timely manner.
Assist with fee and income reconciliations and where required provide assistance with the control around the company aged debt.

Requirements

Previous experience of working within the financial services industry is essential, ideally a minimum of 2 years.
A good understanding of the range of Whole of Market wrappers and products available, with knowledge and experience in using 3 rd party platforms and online systems being a requirement.
Can work equally as effective, both on their own and within a small team and displays a positive, proactive ‘can-do’ attitude with the ability to work to deadlines.
Ability to prioritise own workload. Knowledge of Microsoft Office products is essential.
Excellent verbal and written communication skills along with the ability to communicate well at all levels. Excellent interpersonal skills in handling colleagues and customers alike. Excellent telephone manner being a key requirement.
Capable of taking responsibility for own work and actions and can show initiative and resourcefulness.

Get your free, confidential resume review.

or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.