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IFA Administrator


A well respected Independent Financial Advisory firm based in Cheshire is currently recruiting for a new IFA Administrator to join their busy team.

Some of the main responsibilities for this role are;

.To efficiently carry out administrative duties
·Ensure that all financial planning client administration is carried out in accordance with company procedures
·Produces appropriate written correspondence to providers and clients
·Liaises with product providers to gain specific information including policy valuations and illustrations
·Maintains client information accurately on all financial planning software
·Maintains client and Firm's files in a well presented, accurate and compliant manner
·Liaises with clients, fee earners and Paraplanners involved in transactions as required
·Researches and analyses data for Paraplanners and fee earners
·Establishes good working relationships with colleagues and clients and provides a level of service that meets or exceeds expectations
·Processing investment sales/purchases ensuring the database and clients are kept up to date and seeing transactions through to completion
·Preparing data/figures for production meetings

The successful candidate will have previous experience working for an IFA and specifically several years working as an administrator or in sale support role. They must also have great IT skills and be very comfortably talking on the telephone.This is a great opportunity for you to progress your career within the Financial Services Industry and work your way up the ladder to becoming a Paraplanner or Advisor.

In return for your hard work, the company will reward you will a generous salary, 24 day holiday and a brilliant benefits package, to include Pension, 4 X Death in Service, discretionary annual bonus, Group income Protection Plan and financial support with studying for Professional Qualifications.

Please quote 42569 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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