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IFA Administrator, Leicester (JR1840)

£23000 - £26000 plus employee benefits

Our client is a well-established Financial Services business based in the East Midlands. The company seek an IFA Administrator to join the firm, where you will get a competitive salary, employee benefits and the opportunity to further develop your career within the Financial Planning industry.

  • Provide client valuations on request.
  • Export IT data from one system to another and assist with mail merges.
  • Take individual projects from consultants and work independently on them.
  • General filing and post duties.
  • Maintain accurate client information on the system (Back Office system and websites).
  • Produce correspondence to clients in an efficient and professional manner.
  • New business process – online submissions.
  • Liaise with consultant and paraplanners and provide administrative support for their roles.
  • Reception duties – answering calls.
  • Maintain a full and efficient diary system whilst monitor own workflow and prioritisation of outstanding work.  
  • Fully and accurately recording telephone conversations and maintain spreadsheet records.
  • Administration duties e.g. photocopying, post, maintain paper and electronic filing systems
  • Maintain an understanding of current financial planning legislation.
  • Ensure compliance with HMRC, legislative and internal procedures as well as FCA regulations, Anti Money Laundering requirements, TCF and Data Protection issues.
  • Communicating with clients, financial advisors, solicitors, accountants, H M Revenue & Customs, fund managers, insurance companies and other professional connections by letter, telephone, e-mail and fax. 
About you:
  • 2 years’ experience industry Financial Planning 
  • Good personal organisational skills with the ability to prioritise your own workload.
  • Proactive, enthusiastic, driven.
  • Analytical with good attention to detail.
  • Works well under pressure.
  • Good communication skills.
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: