Senior IFA Administrator
Posted Yesterday by
IMPRESSION RECRUITMENT LIMITED
New
- Excellent opportunity to join a dynamic, growing business
- Competitive salary and qualification support
- Hybrid working
Your duties as Senior IFA Administrator will be:
- Providing a dedicated and professional support service to IFA’s and clients.
- Managing routine client communications and build a trusted relationship with clients via phone and e-mail.
- Creating and maintaining consistent and accurate client records.
- Review client’s portfolios and producing reports.
- Arranging client review meetings and preparing meeting files.
- Preparing investment illustrations.
- Preparing / creating applications, processing through to completion.
- Research and analysis – Using SAPP, FE, Iress, Cashcal
- Administration and maintenance of company records.
- General office duties such as filing, copying and scanning as required.
- A minimum of 3 years' experience working within a Wealth Management role with knowledge on pensions, investments and dealing with multiple providers.
- Experience producing valuations reports for clients.
- Ability to be proactive and use initiative.
- Experience writing suitability reports / letter at a high level.
- Exceptional interpersonal skills both verbal and written.
- Experience using software such as Sapp, Defaqto, Dynamic Planner.
- Excellent telephone manner and ability to build rapport.
Our Guarantee
Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match.
Here at Impression we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic.
Reference: 53418936
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