Full job descriptionJob Title: IFA Administrator
Industry: Financial Services
Location: Alderley Edge, Cheshire
Salary: Up to £35,000
Job Ref: 10383
Recruit UK are working with an esteemed financial planning firm in Cheshire. Due to expansion, they have an exciting opportunity for a IFA Administrator to join their team.
In this IFA Admin role you will deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that the electronic records are immaculate and up to date, which allows the Advisers to deliver a first-class financial planning service to their clients. You will work closely with a financial planner and associate financial planner to service a defined client bank.
Key Responsibilities as a IFA Admin
*Ensure that all company processes are adhered to.
*Ensure that all communications are recorded and indexed in the document management system (SharePoint)
*Ensure immaculate and up-to-date records on the back-office system (Curo)
*Manage and maintain a task list within Curo and Outlook.
*Make sure thorough notes added to track progress.
*New business processing, completing forms and submitting to financial product providers.
*Producing valuations
*Production of Annual Planning Meeting (APM) preparation pack.
*General administration and processing.
Skills & Experience from a IFA Admin
*Ability to demonstrate ownership & independence in previous roles
*Experience of Curo and SharePoint desirable
*Ability to manage own workload and prioritise work effectively.
*Experience of dealing with demanding clients.
*Ability to read, digest and assimilate information
*Highly organised, methodical, analytical and disciplined
*Excellent verbal and written communication skills
*Able to work under pressure on occasions to achieve deadlines
*Ensuring quality of work is of a high standard
*A client-focused approach, with a commitment to excellence and relationship-building.
What’s in it for you:
*Salary up to £35,000
*30 days + BHs (need to take 3 days over Xmas)
*Flexible working hours
*Up to 10% Pension matched
*PMI, DIS
*Cycle to work, electric car scheme, Free gym
*4 days a year - social events (Chester races etc)
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. Right now, Recruit UK is pleased to be working with a wealth management firm in Cheshire on this IFA admin opportunity.