Ifa Administrator Job in Derby, Derbyshire

Ifa Administrator Job in Derby, Derbyshire. Apply for the latest Derby, Derbyshire jobs in Accounting/Financial/Insurance.

Ifa Administrator Job in Derby, Derbyshire

Job Description
IFA Administrator required; any experience level considered. Great opportunity to join a Chartered firm where you can build a career.

Are you the experienced IFA administrator with a keen eye for detail we are looking to hire?

Can you play a key role at our company, help us to refine our processes and share your knowledge with the other team members?

We are looking for a technical administrator who is well versed in the workings of a busy financial planning practice. Whist experience is important, so is attitude. We are also keen to hear from you even if you haven't worked at an IFA for long, or you have gained some experience in another area of financial services. If you think you are a good match for us, please apply.

This is an excellent opportunity to join a small group of people with a great team spirit who are keen to welcome you on board. This is an important role with lots of potential that will make great use of your experience and allow you to play a part in shaping the future of our business. We are 100% committed to the development of our team members. If you are a future financial planner, you can achieve that with us. If you want to be the best administrator you can be, we will help you get there.

This role will involve working closely with our Director, gathering information and financial data, helping to set up client cases, liaising with product providers and dealing with paperwork. It's a critical role to ensure everything runs smoothly and our clients are delighted.

The main areas include:

* Maintaining client files, records and paperwork.

* Ensuring business is compliant and meets regulatory standards.

* Liaising with product providers and other team members.

* Collating information and documentation for clients cases.

* Diarising and checking for missing documentation and policy information.

* Completing and processing new business applications.

* Reconciling fee income and recording client time.

* Ensuring back-office systems are up to date.

* Ensuring processes are up to date and efficient.

* General accounting and preparing reports.

Benefits

Study support.

Essential Skills

* At least one years experience gained in a financial planning or wealth management business in an administration role.

* Highly organised with the ability to plan and prioritise.

* Excellent attention to detail with the ability to work to deadlines when required.

* Numerate, analytical, methodical with solid communication skills.

About the Company

We are well established and advise clients across the UK from our Derbyshire base. Our services include a wide range of personal and business financial planning from investments, pensions and inheritance tax and trusts to long term care and business exit strategies. We have an excellent reputation for our high customer service standards and our comprehensive knowledge and are one of only 6% of UK financial advisor firms to hold the Chartered Financial Planners accreditation the highest professional qualification its possible to achieve.

We are using specialist recruiters, Recruitment Rebellion Limited to assist us with this vacancy. Please do not contact us directly as your application may be missed if it doesn't come in through the correct channels. Please, no agencies

Job Type: Permanent, Full Time
Location: Derby, Derbyshire
Category: Accounting/Financial/Insurance
City: Derby
County: Derbyshire
Country: United Kingdom
Salary: £22000 – £26000/annum
Benefits: