IFA Administrator - Chelmsford (Hybrid) - £27,000 - £30,000 & Benefits & Study Support

Amazing opportunity for an IFA Administrator to join a Chelmsford based firm with a truly professional team providing expert Financial Advice to their Clients. The firm prides their self on supporting colleagues to excel in the industry through internal progression and training to achieve industry qualifications. My client has been trading for all most twenty years. First and foremost, they value their clients and serving them to the best of their ability by giving them unbiased holistic advice on a range of products.

Opportunity Highlights- IFA Administrator

• Varied role which will develop as you settle to encompass processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.
• Assist Paraplanner and Adviser in maintaining a high standard of file maintenance and administration of new business to meet exacting Compliance regulation.
• Deal effectively with queries from clients and other parties through effective communication. Recording client or third-party communications.
• Liaise with Product providers and other third parties to acquire required client information that may be required, including retrieving new and historic information about individual clients.

About you:

• 2+ years’ experience in an IFA administration role (desirable).
• Sound technical knowledge covering pensions, investments, and protection. Mortgage and equity release knowledge (desirable).
• Demonstrable experience of delivering client service at the highest level.
• Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances to effectively carry out the role.
• Relevant industry qualifications (desirable)

If you would like to discuss this opportunity in more detail or other positions, contact Sam at Financial Divisions