Due to strong organic growth, our client, a highly reputable financial planning practice, is looking to further enhance its Support Team with the appointment of an IFA Administrator.
This highly respected and leading IFA have a long history of providing financial planning solutions to personal and corporate clients. It has a number of offices and it has developed a strong reputation across the region and further afield.
Based in its South Hertfordshire office, this is a 12-month contract providing maternity cover, with the potential to become permanent.
The main responsibilities of the role will include the processing and submission of new business and policy tracking, as well as the preparation of client reviews for Advisers’ meetings. You will also be required to obtain quotes, prepare portfolio valuations and schedule all post meeting action points for Advisers. You will maintain up to date product knowledge and be responsible for day to day administrative tasks such as database management and operating client review systems.
You will have experience of working in an administrative role within an IFA practice. You will have a flexible approach towards work and be a reliable and trustworthy individual. You will be able to work independently but also able to fit well within the close-knit team of support staff and Advisors. It would be beneficial if you have experience of using IRESS, however, training will be provided.
In return, you will receive a generous basic salary which is dependent on experience. You will enjoy working within a supportive environment where ‘no one is afraid of making mistakes’. Should this role become permanent post maternity cover, there is opportunity to progress into a paraplanning role, should this be of interest.
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Financial Services and General Insurance Recruitment