Ifa administrator

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Financial Services Administrator Location: Ipswich Benefits: Competitive salary, No weekends, 22 days holiday plus bank holiday Pension ndash; 5% employee and 5% employer Qualifications funded and supported Salary: GBP24k ~ GBP30k Depending on experience. About the Company: This prestigious and excellent reputable firm has a lot to offer the right person. Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning Advice and are looking for Talented individuals to join their team. This is a fantastic opportunity for a candidate looking to build a career in the financial services within a growing firm with exam and progression supported. On offer is a very competitive salary and a great working environment, working for a company that is extremely ambitious and growing all the time. You will need experience working within an IFA Practice as an Financial Service Administrator and Financial Services qualifications is preferred but not essential. What Your Day to Day Duties Will Include As A IFA Administrator: * Assist in the preparation of New Business Files. * Submit New Business files as well as the data input of any recommendations made/client details on the back-office system. * Be involved in the post-sale communication, contacting providers for updates. * Help manage the review process - Booking in client reviews (if and when required) - Completion or management of completion of the portfolio review report - Action the outcome of the review and audit of the review. * Deal with any client change of agency and information collection. * Manage the Financial Advisers diary including the booking of appointments. * Deal with the emails. * Answer general queries and requests from clients over the phone and by email. * Ensure that all data added to the back-office system is correct and up to date where available. What is Needed to Be Considered For This IFA Administrator Role: * Proficient with Microsoft tools: Outlook, Word, Excel, PowerPoint. * At least 2 years experience of working as a IFA Administrator. * Financial Services qualifications are desirable * Able to cope with IT and telecommunications equipment * Good communication skills * Professional attitude Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements