IFA Administrator

Our Bolton based award winning client are working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis.

As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:

• Processing new business applications across the key financial products

• Submitting transaction & trade requests including fund switches on and off platform

• Obtaining illustrations & product literature

• Acquiring client portfolio valuations

• Preparation of annual review packs for client meetings

• Acting as a key point of contact for financial planners & clients

• Liaising with product providers

• Actioning LOAs

• Maintaining an accurate record of the Client's financial situation The candidate:

• IFA/ financial planning administration experience ( essential )

• Experience of using Intelligent Office ( desirable )

• knowledge of provider platforms

• Highly organised What's on offer:

• Starting basic salary of up to £37,000 bonus

• Home working

• 25 days holiday

• Full study support inclusive of training courses

• Structured career progression

• DIS Please contact submit the latest version of your CV to be considered for this opportunity.