IFA Administrator
- Recruiter
- Confidential
- Location
- Nuneaton
- Salary
- Negotiable DOE
- Posted
- 24 Sep 2020
- Closes
- 06 Oct 2020
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Part Time
Working on behalf of a successful Financial Planning practice near Nuneaton, we are seeking an experienced Financial Planning Administrator.
Working as Financial Planning Administrator, you will be providing administration support to the Financial Advisers in all areas of the business. Duties will include, but not be limited to:
* Maintain manual and computerised record systems (utilising database and spreadsheet packages as appropriate)
* Commissions Reconciliation
* Electronic input of new business applications to Mortgage Lenders and Insurance Companies
* Progress of all outstanding business
* Opening, allocation and distribution of incoming mail
* Maintain a high standard of file keeping and administration of new business to meet exacting Compliance regulations
* Prepare portfolio and analysis schedules as support to the directors
* Liaising with Clients written and verbal
* Compilation and distribution of client quarterly investment reports
* To liaise, when necessary, with external agencies
To be considered for this role, it is essential that you have similar previous experience and have worked within an IFA, having an understanding of the financial planning process and FCA regulations.
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
Please Note
All applications received will be dealt with in the strictest confidence.
Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities
Working as Financial Planning Administrator, you will be providing administration support to the Financial Advisers in all areas of the business. Duties will include, but not be limited to:
* Maintain manual and computerised record systems (utilising database and spreadsheet packages as appropriate)
* Commissions Reconciliation
* Electronic input of new business applications to Mortgage Lenders and Insurance Companies
* Progress of all outstanding business
* Opening, allocation and distribution of incoming mail
* Maintain a high standard of file keeping and administration of new business to meet exacting Compliance regulations
* Prepare portfolio and analysis schedules as support to the directors
* Liaising with Clients written and verbal
* Compilation and distribution of client quarterly investment reports
* To liaise, when necessary, with external agencies
To be considered for this role, it is essential that you have similar previous experience and have worked within an IFA, having an understanding of the financial planning process and FCA regulations.
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
Please Note
All applications received will be dealt with in the strictest confidence.
Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities