Senior IFA Administrator

We are working with a successful financial planning firm to recruit for a Senior IFA Administrator to join their growing administration function. Client Details This is a well established, but growing firm based near Ellesmere Port, has over £150m worth of assets under management, with good access from motorway and public transport links. They are growing their advisory function and therefore now recruiting for a Senior IFA Administrator to help support the advisers as well as helping develop and grow the firm. Description As Senior IFA Administrator, you will be responsible for: Preparing client portfolio valuations, producing illustrations and processing of new business Arranging meetings with clients for the advisers Handling client's requests and queries Preparing letters of authority Pension transfers, withdrawals etc Preparing suitability reports for the approval of the Financial Adviser in line with the company policy Helping with basic research for advisers Sending reports and investment information to clients Accurately submitting data on the system for clients Ensuring work is completed in specified timelines.Profile The successful applicant for this role must have the following skills and experience: Previous experience working in an IFA or financial planning firm Experience of processing new business, preparing client valuations and transfers/withdrawals would be advantageous Strong attention to detail Great communication skills Good working knowledge of Microsoft applications and platforms such as Quilter, AJ Bell and others Up to date with current FCA LegislationJob Offer As Senior IFA Administrator, you will get: £(phone number removed) (depending on experience) 25 days holiday Pension contribution Death in service Great environment to learn and develop Income protection 5 days office based Free parking