IFA Administrator
- Recruiter
- Aston Charles Ltd
- Location
- Lincoln
- Salary
- Competitive
- Posted
- 23 Mar 2017
- Closes
- 30 Mar 2017
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
A highly respected Accountancy and Financial Practice is currently looking for an experienced and proven IFA Administrator to join its successful team. The company are looking to hire an experienced person, at Senior Administration level or a Paraplanner/Junior Paraplanner. It is one of the largest and most reputable Accountancy & Financial Services groups in the North East of England.It has a series of local offices throughout the region, with a strong Accountancy presence, though the Financial Services Division is housed within the Lincoln office. It now requires more back office support to assist with the increased client and case volume. Whilst you will initially be employed as an Administrator, the ultimate intention with this role is to progress to Paraplanning if you are not at that level currently You will provide comprehensive support to the firm's Financial Advisers, assisting with the provision of complex advice to high net worth private clients, as well as corporate advice. More specifically, you will be responsible for processing new business cases; ensuring paperwork is complete and up to date, before submitting to providers, and chasing through to completion. You will also assist the IFA's with product research, as well as the preparation of reports and recommendations. Ideally, you will have experience within a similar role and environment, though the level of experience is not important. It is essential that you have experience of using IRESS (formerly Avelo / 1st Software). Holding any industry specific qualifications would also add significant weight to your application, but is by no means prerequisite. In return, my client is offering a competitive basic salary, as well as a comprehensive range of flexible benefits including pension and death in service cover. In addition, my client is offering a clear progression route for the career-minded individual. Aston Charles - a personalised service from industry expertsFinancial Services and General Insurance RecruitmentFor more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website.