IFA Administrator – Stokesley, North Yorkshire

RecruitukLtd Salary: Basic salary £16k - £20k dependent on experience

Our client is a unique firm that combines specialist legal services with financial advice to help families plan more effectively for their future. They are established financial advisers and are the first independent practice in the region to offer integrated legal and financial services, estate planning, wills and probate services with financial and wealth management advice to ensure family finances are protected and the right investment portfolios are put in place to fund families’ future needs. It is this unique blend of support, alongside a transparent approach to pricing; an experienced, hands on and friendly team; a focus on meeting client needs and a commitment to delivering the quality of service that keeps client relationships strong that defines their company.

They are looking to expand their back-office support team with an Administrator. Working alongside the financial planners and Paraplanner, you will deal effectively with the general running of the office and systems.

·       Producing client reports and presentations.

·       Maintain and manage client records, prepare valuations and issue communication in various formats

·       Ensure processes are carried out compliantly and in effective timescales.

·       Maintain and prioritise your own workload in accordance to the Team requirements.

·       Record any client communications, including client-related communications with third parties.

 

This is a varied role that will not only see you deliver exceptional support to a paraplanner and advisers, but also in carrying out general office management, such as organising refreshments for client meetings, maintaining the presentation of the office and dealing with all post and ad hoc duties.

Ideally my client would like to meet with administrators who have a solid background in the financial services industry and who have a knowledge of products, providers and platforms. Key skills required include, excellent communication and organisation, effective time management, ability to work well as part of a team and use own initiative, an excellent attention to detail, proven IT skills and an awareness of regulations within an FCA environment. Financial qualifications with an outlook to achieve Level 4 diploma will be highly advantageous.

To discuss this role, or other opportunities within the financial industry, please contact Andrew Nicholson at Recruit UK on 01179170415 and quote reference 11638

 

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