IFA Administrator/ Paraplanner - Kendal, salary to GBP22k

18000.00 - 22000.00 GBP Annual
09 Nov 2016
06 Dec 2016
Contract Type
Full Time
Morris Jones Consulting Ref:

Job Title:
Technical IFA Administrator - Kendal

An excellent opportunity has arisen for a dynamic IFA Administrator to join a well-established and supportive IFA practice in their Kendal office, on a permanent basis.

Main Duties:
A fantastic opportunity has arisen for an experienced IFA Support Professional to join a firm of Independent Financial Advisers based in Kendal.

Key Accountabilities will be as follows:

• Providing full technical administration and some paraplanning support to IFAs.
• Researching investments, pensions and protection on behalf of consultants, obtaining quotations and illustrations.
• Creating suitability reports from templates upon instruction of consultant, providing reasoning behind advice, ensuring it is in line with clients' attitude to risk.
• Processing business in line with FCA and TCF regulations.
• Contacting product providers and using online quotes systems where required.
• Contacting clients to chase paper work as well as to update them on the progress of their cases, answering queries they may have.
• Typing letters, organising paper work and inputting data onto online systems ensuring accuracy and demonstrating a keen eye for details.
• Answering the telephone.
• Daily use of Adviser Office/ Iress.
• Demonstrating a highly professional and polite approach.
• Diary management and booking in appointments.

Full support with career development will be provided in this well-established welcoming team.

Key Skills:
Previous experience providing technical administrative support to IFAs is essential as is exposure to investments, pension and protection business in an independent and regulated environment. Excellent communication skills, verbal and numerical ability are a must, as is a keen eye for detail. Progress towards financial planning qualifications is preferred. Candidates with experience using Adviser Office/ Iress will be at a distinct advantage.

A fantastic opportunity has arisen for an already experienced Financial Planning Administrator to secure a varied role within a supportive IFA practice in Kendal.

Jenny Brophy
Financial Services Specialist
Morris Jones Consulting

For more information, please contact Jenny Brophy and send your CV to jenny . . co . uk .

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