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IFA Administrator

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Rayment Recruitment 35000.00 British Pound . GBP Per annum

2024-06-28 12:30:21

Job location Colchester, Essex, United Kingdom

Job type: fulltime

Job industry: Administration

Job description

IFA Personal AdministratorOutskirts of ColchesterSalary up to £35,000 depending on experience

Working on behalf of this financial services provider based in Colchester, I am seeking an experienced IFA Administrator to deliver comprehensive support to the Financial Planner(s). This business is looking for someone who has a proven background as a professional Personnel Assistant or Executive Assistant from a financial services industry.

Job spec for the role of IFA Personal Administrator:

  • Providing support to 2 Directors and 3 IFAs
  • File preparation for private client and corporate client meetings,
  • New and existing business processing from illustrations through to completion
  • Report Writing and Cash Flow Modelling
  • Communicating with Clients and Insurers
  • Preparing valuations and collating / reviewing clients arrangements including pensions, investments and protection
  • Responsible for Group Risk / Group Pension Schemes for Corporate Clients
  • Reconciliations

As a IFA Personal Administrator it is essential you have the following skills:

  • Previous experience of working in a similar IFA Support role
  • Previous experience of working with Investment Wrap Platforms
  • Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
  • Experience of delivering accurate, relevant and timely information

In return my client will offer you a generous package that will also include training, a great career path and financial rewards for hard work.

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