Working on behalf of a highly reputable Chartered IFA, we are seeking an experienced Financial Services Administrator to join their team as additional support.
If you are the IFA Administrator our client are seeking to join their friendly team, you will be enthusiastic, hardworking and good at multitasking with a strong knowledge of financial services.
Our client are a second generation family run firm who were the first IFA in Chester to achieve Chartered status.
As IFA Administrator, you will partake in a rang of duties, including, but not limited to:
· Liaising with and supporting the advisers and paraplanners
· Administering new business for investments, pensions and protection
· Updating systems
· Preparing valuations and annual review documentation
· Communicating with existing and prospective clients and providers by phone, email and post
Experience of the financial advice industry is essential, and experience of Wrap Platforms is highly advantageous. Knowledge of Iress’ back office system Adviser Office / 1st and Financial Express Analytics is also desirable.
Personal Attributes required for the role
Have high standards
Excellent attention to detail
Able to use your own initiative as well as being a relaxed team player
Able to work in a busy environment, meeting tight deadlines
Good audio / touch typing skills
Able to use Microsoft Office suite and financial services systems proficiently
Our client encourages and supports undertaking CII examinations and other professional development.
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
All applications received will be dealt with in the strictest confidence
Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.