Job Description

IFA Administrator-FTC

£32k-£38k

ASAP Start- 6 months FTC

Financial Services

Bank Station

Hybrid-9am-5pm

A well established and leading Wealth Management firm require an IFA Administrator to join their busy Wealth Planning team to provide support to the Administration Manager, Planners and Paraplanners.

The role:

2 years' experience within a similar role essential

Processing new business for clients including ISAs, Pensions, LOAs

Monitoring clients ISA subscriptions

Creating annual client reports

Working closely with Advisers and Paraplanners to gather information

Contacting clients and providers to obtain any missing/required information

Inputting data and updating and maintaining client records

Issuing and following up on information requests to pension providers and life/investment companies in writing and via telephone

Liaising with clients on the telephone, via email and if required, attending client meetings

Managing the ongoing client review process for the Wealth Planners

Maintaining databases including supervisor access, fund updates, template creationThe ideal candidate will have:

Excellent attention to detail

Knowledge of ISA's, LOAs and pensions

Enjoy working in a fast paced environment

The ability to apply critical thinking and use initiative

Excellent organisational skills and ability to prioritise workload

Confident when speaking to clients and colleagues

Strong numerical literacy, and excellent verbal and written communication skills

Proficient using MS office Suite- Word, Excel and PowerPoint

Previous experience of Voyant, Finametrica and Intelliflo would be advantageous If you are an immediately available Administrator looking for your next assignment please send your CV forward as this is an ASAP start!

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK