Hiring Now: Techical IFA Administrator Near You – Apply Today!
Your Next Techical IFA Administrator Job Starts Here – Apply Now!
Techical IFA Administrator
Job Posted: 3 hours ago
Salary: £ 30,000 - 30,000 / Annum
Job Type: Permanent
Location: Blaby, Leicestershire
Expire in: a month
Job Description
This Technical IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.
In this Technical IFA Administrator role, you will be providing full end-to-end support to a Financial Adviser, ensuring the client receives first-class service. This is a well-rounded role with responsibilities including:
* Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
* Obtaining and processing Letters of Authority
* Obtaining recent product valuations
* Preparing client meeting packs with the correct, up to date information and drafting cashflow modelling
* Action fund switches
* Assist with ensuring attitude to risk questionnaires are completed
* Organising client appointments and ensuring the Adviser is prepared accordingly
* Processing new business cases
* Liaise with providers to chase / resolve and issues and update the relevant individuals accordingly
* Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers
Our client would provide full on-the-job training to enable you to succeed in your role.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Technical IFA Administrator Requirements
* You should have 2+ years’ experience as an IFA Administrator
* You should enjoy working within a fast-paced environment and have excellent accurate data input
* You should be confident using Microsoft Office and be comfortable using industry software such as XPlan / Curo
* You should have an organised approach to your work and be able to handle multiple cases simultaneously
* You should be confident working independently and within a team
Technical IFA Administrator Benefits
* Salary of up to £30,000 depending on experience
* Plus, generous non-contributory pension, DIS, 25 days holiday plus bank holidays
* Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
* 37.5 hours per week, Monday to Friday
* Working within a business that is passionate about helping their clients
* Regular paid team events through the year to get involved in
Locations
South Leicester
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any informationBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Techical IFA Administrator job near me in Blaby, Leicestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).