IFA Administrator

New Yesterday

Recruit Wealth are delighted to be representing one of the UK’s most recognised and respected national Financial Planning and Wealth Management names.
Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly.
Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams.
THE ROLE:
Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service.
Your responsibilities will include:
Obtaining provider information (LOAs) and client illustrations
Processing new business across pensions, investments and protection
Submitting applications to providers and platforms
Running risk profiler results via FE Analytics
Assisting with research and fund switch reports
Preparing client valuation reports and review documentation
Processing withdrawals and client instructions
Maintaining accurate client records on the back-office system
Liaising with clients and providers to resolve queries
WHAT WE'RE LOOKING FOR:
Experience within an...
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Location:
Newcastle Under Lyme
Salary:
£25,000 - £30,000 /annum
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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