Eventus Recruitment Cheshire are seeking an IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Ellesmere Port. You will be providing Financial Planning support to a team of Financial Planners. This is a great job opportunity to join a well-established firm that puts its customers at the heart of their business operations. You will benefit from 25 days holidays (plus bank holidays), study support, DIS (2 x salary), free parking and a very good pension plan.
Role Responsibilities
The incoming Financial Planning / IFA Administrator will have previous experience in a Financial Planning / IFA Administration role. Responsibilities for this IFA Administrator job include:
- Sending Letters of Authority.
- Obtaining applications, illustrations etc.
- Ensuring all required information needed to complete application forms and illustrations has been obtained.
- Check, maintain and implement ISA process.
- Processing of New Business.
- Supporting Paraplanners in research for Suitability Reports
- Preparing information / comparisons for analysis by the Financial Planners.
- Obtaining information necessary to compile client recommendations.
- Building strong relationships with clients by providing a friendly and professional point of contact, answering queries and questions.
Person Specification
The incoming IFA Administrator will have strong administrative skills from within an IFA / Financial Planning environment. Additionally, you will be competent with using various industry software packages. You will also have:
- Excellent attention to detail and the ability to accurately process data and information
- Excellent organisation and prioritisation skills
- Experience and competence of using software packages and CRM systems
- Work well under pressure and be able to multitask and meet deadlines
- Ability to collaborate and work well within a team
- Always deliver a first class service to clients
- Excellent command of the English language
Benefits and Rewards
The incoming IFA Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits:
- 25 days holiday plus bank holidays.
- Year-end bonuses
- Excellent Pension scheme
- Study support
- Death in service cover
About the Company
This job opportunity is within an established Financial Planning Firm in Ellesmere Port, Cheshire. They specialise in pensions and retirement planning work, investments, corporate advice and protection. The firm is looking for a talented individual who wants to be supported with their skills development.
Next Steps
Apply now if your skills and experience align with this Financial Planning / IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire via email at Duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.
If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.
The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance, Accountancy and Financial Services sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.