Ifa Administrator
- Recruiter
- Confidential
- Location
- Lancashire
- Salary
- 24000.00 - 27000.00 GBP Annual
- Posted
- 12 May 2022
- Closes
- 20 May 2022
- Job Title
- Administrator
- Industry Sector
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service.
Key Responsibilities
* Data input of fact find information and documentation onto the back-office system (IRESS).
* Diarising events throughout the business cycle.
* Producing new business packs and preparation for client meetings.
* Producing client portfolio review information and presenting this with meeting packs.
* Ensuring that the back-office system records are fully updated to enable accurate management information and reporting.
* Liaising with providers and clients as required
What's on offer?
* 37.5 hour working week, with non-contractual flexible working option.
* Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross).
* Death in Service cover - 3 times basic salary.
* Benefits portal & cycle to work and subsidised healthcare plan.
* Personal development - structured training and development plan.
* 22 days holidays + bank holidays.
* Regular social events.
* Free on-site parking.
What's needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
* Previous experience administration experience within a Financial Planning firm
* Previous experience using platforms and back office systems is advantageous
* Professional communication manner, both written and verbally
* Methodological approach and attention to detail
* Any Financial Services qualifications are desired
What's next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive GBP200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, IFA, Financial Planning, Financial Planner, Financial Advisory, Business Support, Financial Administrator
Key Responsibilities
* Data input of fact find information and documentation onto the back-office system (IRESS).
* Diarising events throughout the business cycle.
* Producing new business packs and preparation for client meetings.
* Producing client portfolio review information and presenting this with meeting packs.
* Ensuring that the back-office system records are fully updated to enable accurate management information and reporting.
* Liaising with providers and clients as required
What's on offer?
* 37.5 hour working week, with non-contractual flexible working option.
* Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross).
* Death in Service cover - 3 times basic salary.
* Benefits portal & cycle to work and subsidised healthcare plan.
* Personal development - structured training and development plan.
* 22 days holidays + bank holidays.
* Regular social events.
* Free on-site parking.
What's needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
* Previous experience administration experience within a Financial Planning firm
* Previous experience using platforms and back office systems is advantageous
* Professional communication manner, both written and verbally
* Methodological approach and attention to detail
* Any Financial Services qualifications are desired
What's next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive GBP200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, IFA, Financial Planning, Financial Planner, Financial Advisory, Business Support, Financial Administrator
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