IFA Administrator

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Financial Planning Administrator Location: Derby - hybrid working available Salary: Up to £35,000 Benefits: Pension scheme Death in Service - 3 x salary 33 days'' holiday FTE, including Bank Holidays Flexible working hours between 7.30am and 5.00pm Hybrid working available Excellent opportunity for future career progression About the Company: Our client is a well-established Independent Financial Adviser with a strong reputation for providing professional, high-quality and client-focused financial planning services. Due to continued business growth, they are looking to appoint an experienced IFA Financial Planning Administrator to join their established team. This is an excellent opportunity for an experienced administrator to join a professional and friendly business, contribute from day one and develop their career over the long term. Key Responsibilities: Manage complex financial planning administration from instruction through to completion. Process new business applications and supporting documentation across pensions, investments, life assurance and other financial planning products. Obtain and assess policy information, valuations, quotations, illustrations and projections. Liaise confidently with providers, clients and IFAs to resolve queries and progress outstanding requirements. Maintain accurate records, workflows and documentation using Intelliflo. Manage annual client review ..... full job details .....