Specialist Recruiters in Property & Finance
Integrating the best people
Adviser Assistant
540751
- Competitive
- Lancashire, UK
- Permanent / Full Time
IFA Administrator
Lancashire Based
£25,000 - £30,000 DOE
Hybrid Working
We have an exciting opportunity with a market leading, Nationwide, Independent Financial Firm. With a client portfolio currently numbering in the tens of thousands and continuing to grow, this role presents an exciting opportunity during a period of significant expansion.
This is an excellent opportunity for a driven IFA Administrator to join a dynamic and expanding team within a respected organization, offering comprehensive support and mentorship backed by its strong reputation in the market.
The business prides themselves in the service and offering they provider to their clients and are passionate to find individuals who share their same values. Our client is driven to providing an inspiring culture, and career paths, for their close-knit internal team.
Expectations within the IFA Administrator role;
Don't miss the chance to apply for this exciting IFA Administrator opportunity with a market-leading and rapidly growing IFA firm, offering excellent prospects for career development and growth.
Apply today and take the next step in your career!
Lancashire Based
£25,000 - £30,000 DOE
Hybrid Working
We have an exciting opportunity with a market leading, Nationwide, Independent Financial Firm. With a client portfolio currently numbering in the tens of thousands and continuing to grow, this role presents an exciting opportunity during a period of significant expansion.
This is an excellent opportunity for a driven IFA Administrator to join a dynamic and expanding team within a respected organization, offering comprehensive support and mentorship backed by its strong reputation in the market.
The business prides themselves in the service and offering they provider to their clients and are passionate to find individuals who share their same values. Our client is driven to providing an inspiring culture, and career paths, for their close-knit internal team.
Expectations within the IFA Administrator role;
- Ensure regular communication and updates to designated advisers, facilitating the efficient completion of work-related tasks
- Process Letter of Authority requests, ensuring all procedures are followed within the specified turnaround times
- Prepare cases for paraplanning by ensuring all required information is collected for the recommendation report and coordinating with relevant departments to resolve any outstanding issues
- Prepare client documentation for initial meetings, such as brochures, client agreements, questionnaires, and data capture forms, as well as documents like provider application forms, illustrations, and key features documents for follow-up meetings
- Submit and complete new business cases in accordance with compliance and new business processing guidelines, ensuring proper documentation is recorded in relevant databases and stored according to company standards
- Provide client servicing, ensuring the accurate upkeep of review dates and preparation of necessary paperwork for review meetings, such as portfolio valuation reports, annual cost and charges disclosures, regulatory documents, and relevant application forms or authorities
Don't miss the chance to apply for this exciting IFA Administrator opportunity with a market-leading and rapidly growing IFA firm, offering excellent prospects for career development and growth.
Apply today and take the next step in your career!