At a Glance
- Tasks: Support clients and manage queries while working closely with the Director.
- Company: Chartered Financial Planner with a focus on client service.
- Benefits: Competitive salary, performance bonus, and support for CII qualifications.
- Other info: Flexible working options available with opportunities for career growth.
- Why this job: Join a dynamic team and make a real difference in client wealth management.
- Qualifications: Experience in wealth management administration and IT systems.
The predicted salary is between 23400 - 28600 £ per year.
Salary c£26,000 depending on experience + benefits and performance related bonus. Full time position, office based, although consideration may be given to part time and hybrid working.
My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator. The role will be varied and you will work closely with the Director, in providing a first-class service to their clients. Should you wish to work towards taking CII qualifications then this can be supported.
Main responsibilities:
- Liaising with clients and handling queries
- Working closely with the Director
- Working closely with the Company’s Network, ensuring that all practices and procedures are implemented and followed effectively
- Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo / Intelligent Office)
- Preparing Suitability Reports from templates
- Processing new business and ensuring smooth and timely completion
- Ensuring compliance requirements are adhered to
- Quotations and Valuations
The Ideal Person:
- Wealth Management Administration experience
- Intelliflo / Intelligent Office / FE Analytics experience
- IT literacy
IFA Administrator in Loughborough employer: North Oak Recruitment Ltd
At North Oak Recruitment Ltd, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that values employee growth and development. Our hybrid working model allows for flexibility, while our competitive salary and benefits package ensure that our Client Managers are rewarded for their hard work in delivering exceptional financial services to our diverse clientele in Leicestershire.
