img
Permanent

IFA Administrator

City
money-bag 26000.00-26000.00 Annual
2838471904
Posted 5 days ago

My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services. We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement. You will be responsible for providing a 1st class service to the clients of the business and specifically you''ll be responsible for: Key Responsibilities: Send letters of authority to financial providers Chase providers for required information Keep clients updated on the progress of their cases Issue advice recommendation packs to clients Submit advice and annual review reports via the Intelliflo back office system Provide a high level of customer service and care throughout the client journey We would be seeking an experienced IFA Administrator with 1-3 years experience working as an Administrator within a Financial Planning / Financial Services firm. You will have strong understanding of the IFA process and associated regulatory requirements, with good product knowledge across Pensions, retirement Planning, Investments etc coupled with excellent communications skills and the ability to prioritise your own workloads. If you have experience of using the Aviva platform, then this would be to your advantage as well as if you ..... full job details .....

Other jobs of interest...

The Progress Shed
City2 weeks ago
money-bag24000.00-24000.00 Annual
Medlock Partners Ltd
City3 weeks ago
money-bag28000.00-28000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!