Due to strong organic growth, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of an experienced IFA Administrator based in Norwich.
Our client has built a solid reputation in the local market for offering exceptional client service and specialist advice. It provides expert advice across a range of financial products from the whole of the market, to both private and corporate clients.
You will be an integral part of the advice process, with the main purpose of the role being to provide administrative support to the firm’s Financial Consultants. You will prepare and issue review packs and manage the delivery of a regular review service. You will process new business, managing/ tracking cases through to completion, checking files for compliance and completing any work needed in order to meet compliance standards. Supporting Financial Consultants in the delivery of wealth solutions, you will manage diaries in order to make sure clients receive the full review service.
You will be an experienced IFA Administrator and preferably you will have experience of portfolio valuations and fund switches. In addition, you must have a working understanding of a wide range of pension and investment products, as well as having a good general knowledge of the financial market. Organisational skills and the ability to manage and prioritise a diverse workload are paramount, as is the ability to manage relationships and expectations at all levels. It would strengthen your application if you had financial services qualifications, however, this isn’t essential.
In return, you will receive a competitive basic salary and you will enjoy a very friendly working environment, where staff development is actively encouraged for you to gain further qualifications.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment