This well-established and highly respected Chartered IFA has a rare opportunity for an experienced Financial Services Administrator to join its highly professional, yet very friendly and welcoming team.
With relevant work experience gained from within a product provider, investment house or ideally another IFA establishment, your role will be to provide an accurate and efficient administration service to both the Paraplanners and Technical Advisers. More specifically, you will be responsible for the processing and submission of new business and policy tracking, as well as the preparation of annual reviews for Advisers’ client meetings. Regularly liaising with investment, pension and mortgage product providers, you will maintain up to date product knowledge in order to ensure reports are technically accurate. You will also be responsible for day to day administrative tasks such as database management and operating client review systems. Any exposure or knowledge of the Intelligent Office system would be advantageous, but not essential.
Notwithstanding the technical experience required, the key matching criteria for this HNW IFA will be the ability to seamlessly integrate into a team of professionals that are driven and motivated to provide the highest possible level of service and client satisfaction that they can. Everyone plays as a team here and the principal and his senior management team truly value and appreciate the hard work and support provided by the administration and paraplanning staff.
We therefore invite applications from eloquent professionals who take pride in producing work of the highest quality and accuracy. In return, you can expect a highly competitive basic salary, healthcare, pension and a study package towards professional examinations. Progression towards paraplanning and advice is definitely achievable here but by no means is expected. This IFA is just as happy to consider “career administrators” too.
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Financial Services and General Insurance Recruitment