IFA Administrators x 2/3

My client is an Independent Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.

We are urgently seeking 2/3 IFA Administrators to support the Financial Advisers of the business and servicing their clients by producing compliant documentation.

Responsibilities include:

• Receiving and opening all incoming correspondence, scanning and logging documents onto the systems as required.
• Acting as the first point of contact to providers and clients and supporting them with queries relating to their portfolio of products.
• Receiving incoming requests and producing review packs for the Financial Advisors in a timely manner to support Advisor / Client annual reviews.
• Conducting research using research tools such as FE Analytics, Dynamic Planner and Smart Search to ensure review packs are produced with up-to-date and accurate information.
• Obtaining valuations in relation to Pensions, Protection, Savings and Investment products and consolidating valuations from several providers to present to the Advisors in preparation for review meetings.
• Using Intelligent office to add, configure, navigate and update client records and complete a fact find report which is compliance ready.
• Uploading review pack documentation to a Digital Wealth Management platform to allow the Advisors to advise and service clients during virtual meetings.
• Using a Diary Management System to track work flow and update completed tasks.
• Preparing and posting letters and documents required for the successful transfer or set up of new clients.

We are seeking candidates with around 1-3 years experience working within the Financial Advice / Financial Services sector with a level of Financial Services knowledge across Investments, Pensions, Retirement / Estate Planning. You will also have good working knowledge of Microsoft Office products such as Word, Excel, Outlook and a good basic education in Maths and English. Knowledge of Intelligent Office is an advantage.

A great salary is offered for this fixed term 1 year contract, which will potentially be renewed or with a chance of being taken on permanently.

Additional Information

Location: Doncaster

Closing Date: March 20