Technical IFA Administrator
This Technical IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.In this Technical IFA Administrator role, you will be providing full end-to-end support to a Financial Adviser, ensuring the client receives first-class service. This is a well-rounded role with responsibilities including:Liaising with the Financial Advisers to discuss what tasks need undertaking for each clientObtaining and processing Letters of AuthorityObtaining recent product valuationsPreparing client meeting packs with the correct, up to date information and drafting cashflow modellingAction fund switchesAssist with ensuring attitude to risk questionnaires are completedOrganising client appointments and ensuring the Adviser is prepared accordinglyProcessing new business casesLiaise with providers to chase / resolve and issues and update the relevant individuals accordinglyUndertaking general administrative duties such as photocopying, letter writing, phoning clients / providersOur client would provide full on-the-job training to enable you to succeed in your role.The CompanyOur client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.Technical IFA Administrator RequirementsYou should have 2+ years'' experience as an IFA AdministratorYou should enjo
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