IFA Administrator
This is an exciting opportunity for someone with sales support experience within an IFA business to join an established, professional, expanding firm of Advisers who are looking to take the business forward in 2010.
The Company: This is a contemporary firm of Chartered Financial Planners and we have been working with them for several years, having placed a number of support staff and paraplanners. A grwat company to work for, excellent in-depth training is provided, there is a professional and positive feel to the office with very approachable senior staff.
The Role: This is a varied and responsible position and can be worked in a full or part time capacity. The main elements of the role are as follows:
• New business processing including life, pensions (individual and group) and investments.
• Commission reconciliation
• Interfacing with clients
• Client Administration
• Compliance support e.g collation of MI, TCF, KPI data
Skills / Experience Required: You will be a team player, possessing an organised and methodical mind and strong work ethic. Our client is looking to recruit a highly motivated, efficient and well organized person. You should be willing to learn and adapt skills to suit a new culture with a positive can do attitude and possess a good sense of humour. In terms of practical experience, you should possess:
• A reasonable understanding of Investments, Retirement Planning and Protection.
• Work experience within the financial services industry.
• Experience with 1st Adviser and Intelligent Office software is an advantage but not essential.
• You should possess excellent communication skills (Written and verbal)
• You should be an existing member of the CII with demonstrable CPD
• Good MS Word and Excel skills are required
Additional Information: In addition to the basic salary, there is a benefits package that includes a discretionary bonus, 3 x Death in Service Cover, PHI, Non-cont pension and PMI.
The IFA Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 15 years experience in this field. Areas of expertise include employee benefits/group risk, compliance, pensions, flexible benefits, paraplanners, sales support and underwriters etc. We predominately focus on London and The Home Counties, although we have also been successful in offering national solutions and overseas. Do check the website and feel free to call at any time.
| Type: | Permanent |
| Location: | Lewes |
| Salary: | £18,000 to £25,000 |
| Company: | ARC Ltd |
| Contact: | Darren Snell |
| Reference: | ARC/068 |