Technical Administrator - IFA - CooperGrey Recruitment Ltd : Job Details

A chartered firm of IFA’s is now seeking to appoint a Technical Administrator/Sales Support to work with and support a Chartered Financial Planner. Technical Administrator/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports. Hybrid/Flex working. Onsite parking. Further responsibilities include…

• Ensure the Financial Planners requirements are fully understood by effective questioning
• Analysing information on a clients existing financial arrangements
• Research products as agreed and in discussion with Financial Planner
• Prepare and compile Suitability Reports
• Prep cases for client meetings
• Develop a professional working relationship with the Financial Planner to ensure the highest standards of advice provision and customer service
• Ad hoc administration

The Company:

• A chartered IFA offering advice on all aspects of Financial Planning. Including life cover, pensions, investments, savings and IHT planning. Hybrid/Flex working. Onsite parking

The Person:

• Previous experience of working within an IFA environment, with a good knowledge of all retail investment products
• Experience of Intelligent Office (IO) back office system
• A positive, friendly and service orientated person with a 'cando’ attitude.
• Articulate communicator, written and verbal
• Honesty, integrity and ability to maintain confidentiality
• Strong work ethic and responsive to the need to offer a consistent high quality service
• Willingness to work as a key member of a small team and help others where needed