Overview

Location: Lincoln

Salary: £22,000 – £25,000 Depending on experience

Are you an IFA Administrator looking for the opportunity to work for a flexible company offering home working and progression? If so, then we may have the perfect job for you.

Our client is currently looking for an experienced IFA Administrator to provide support to their team of paraplanners / advisers. This role offers clear progression and support for all exams.

The successful applicant will be joining an incredibly flexible company offering the option to work remotely, however, initially you will be required to spend some time in the office for training.

Job Role:

  • Ensuring back-office systems are kept up to date, including the client portal
  • Filtering financial planners’ general information, queries, phone calls and invitations
  • Opening, scanning, logging and allocating incoming post
  • Completing timesheets and updating adviser dashboard
  • Support with business activities
  • Participating in internal meetings with aim of continuous improvement
  • Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
  • Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)

Personal Skills & Qualities

Essential

  • Microsoft Word, Excel, and electronic diary management
  • Knowledge of financial services products and basic compliance requirements
  • Trustworthy, reliable and takes pride in their work.
  • Good communicator (both verbal and written) with a pleasant telephone manner and numerate
  • Highly organised, methodical and disciplined
  • Self-motivated and takes personal responsibility for completing tasks
  • Understands importance of compliance and works within defined business processes
  • Adopts a positive attitude, willing to assist other team members even when busy
  • Able to work under pressure on occasion to meet deadlines
  • Assists other team members with enthusiasm, respect, and empathy
  • Able to work independently once training on specific tasks has been completed
  • Uses initiative appropriately without acting outside of role remit/crossing regulatory boundaries

 

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

 

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.