IFA ADMINISTRATOR – WEALTH MANAGEMENT

West Bridgford, Nottinghamshire (our Ref AL1285)

Salary to c£26,000 - £30,000 plus bonus and benefits, depending on experience

Working from home part of the week can be agreed

My client is an established and professional wealth management organisation and they are now looking to appoint an experienced IFA Administrator who has preferably worked within an IFA / Wealth Management environment and has a positive and professional attitude with strong interpersonal skills. 

Responsibilities of the role

• Administrative support to encompass the processing of new business and client valuations
• To compile basic suitability reports from structured templates
• Preparing agendas and paperwork for client review meetings
• To act as a liaison, point for clients and providers
• To maintain and update client information within Xplan and AWS Morningstar
• To assist the Practice Manager with operational projects
• Pursue personal development of skills and knowledge necessary for the effective performance of the role

Skills required

• Organised – capable of dealing with several tasks in parallel and being able to work on your own initiative
• Numerate – have good analytical skills
• Excellent standard of written & verbal communication
• Ability to empathise and build strong business relationships with our client’s other staff and strategic partners
• Attention to detail
• Organised, being able to work on your own initiative and able to prioritise workloads Proactive, with an ability to multi-task and possess the ability to search out solutions
• Ability to interpret data and produce recommendations with supporting evidence
• IT Literate and be competent in the use of:

➢ Back office systems, preferable Xplan

➢ MS Office and Excel 4.

Qualifications/knowledge/experience

• Good working knowledge of Microsoft Office & Outlook
• Knowledge of XPLAN Software and AWS Morningstar would be an advantage
• Have at least 2 years’ relevant experience within Financial Services
• Professional qualifications are an advantage

Benefits

• Salary dependent upon experience and qualifications
• Discretionary annual bonus following a year’s service
• 25 days holiday plus Bank Holidays
• Enrolment into the Workplace pension scheme
• Death in Service – 2x salary Discretionary
• Long-Term Sickness Policy
• Examinations and study material paid for by the company
• Hours – Monday to Thursday 9am to 5pm and Fridays 9am to 4pm (a discretionary benefit)

If this role is of interest, please submit an up-to-date CV for consideration. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.