IFA Administrator - Cameron James : Job Details

Supporting a small team of experienced Administrators, Paraplanners, Financial Advisers and Directors. Duties and responsibilities will include:

• Processing new business applications across the key financial products
• Submitting transactions and trade requests including fund switches on and off Platform
• Obtaining illustrations and product literature
• Obtaining Client Portfolio Valuations
• Preparing review packs for client meetings
• Acting as a key point of contact for clients and Financial Advisers/Directors
• Liaising with products providers
• Actioning Letters of Authority
• Maintaining accurate client records

The candidate:

• Minimum of 5 years IFA/Financial Planning Administration experience (Essential)
• Knowledge of Provider Platforms (Essential)
• Experience of using XPlan (or similar) (Essential)
• CashCalc (or similar) (Desirable)
• FE Analytics (Desirable)