IFA Administrator

Job Description

Our client leading Wealth Management firm in Altrincham looking to recruit an IFA Administrator into their Pension & Investment Team.

Candidates applying should have a minimum of two years experience within this type of role and have a very high level of attention to detail along with the ability to work independently managing their own workload of tasks delegated by the Team Manager.

Our client supports their staff with their professional development which includes paying a bonus on each exam passed.

• Processing and submitting new business adhering to the new business workflow.
• Submitting Letters of Authority and collating all of the required plan details for research and analysis.
• Meeting and greeting clients, answering and dealing with incoming enquiries.
• Portfolio rebalancing, buying and selling.
• Accurately processing client withdrawals and contributions and monitoring these through to completion.
• Preparing clients packs for Annual Review meetings and then completing the work required post meeting.
• Writing basic Suitability Reports.
• Completing research for new business cases, primarily fund and cost analysis.
• Experience with the following would be very useful:
  • Intelliflo
  • A J Bell
  • Transact
  • Royal London
  • Canada Life International
  • FE Analytics

This role is fully office based however the option to work flexibly for two days a week would be available for the right candidate after a training period.

Full time 9.00-5.00 Monday – Friday 24 days holiday.

Salary is subject to experience plus team bonus.

• Company Pension.
• Income Protection – 75% of salary, payable after a 13-week deferred period.
• Group life cover (death in service) – 4x salary.

• Independent Financial Advice
• Suitability Reports
• Financial Planning
• Pensions
• Investments
• IFA Administration