Experienced IFA Administrator
Northampton
£ 25000 - 30000/annum
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:
* Client communication (F2F, verbal & written).
* Updating client database (Intelliflo).
* Providing any other assistance the financial adviser may require in line with company procedures.
* Preparing Client Portfolio reviews.
* Fund/Plan Performance analysis.
* Trades/Switches (processing through to sign off).
* Sourcing/generating provider Illustrations.
* Income Modelling/Cashflow Planning (depending on experience).
* Gathering tax information/ Tax calculations.
* Pension calculations (depending on experience).
* New Business (processing through to sign off).
* Drafting meeting summary communications for adviser.
* Drafting Suitability Letters.
* Provider communication (verbal & written).
Benefits:
* DIS cover of 2* income and membership of a Health Cash Plan.
* Initially enrolled in workplace pension then - 5% employer pension contribution after 12months.
* 22 days holiday initially increasing to 25 days (a day a year). After 5 years th...