spotify playlist converter to mp3 spotify to mp3 cheap nfl jerseys free shipping fitflop singapore sale chi flat iron sale cheap pandora charms cheap pandora charms outlet uk nba jerseys australia louboutin outlet uk cheap nfl jerseys brand name makeup for cheap
Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
IFA Administrator
Salary Area Job Ref Consultant Sector
negotiable Warwickshire AL753 Angela Liscombe Financial Services Administration


IFA Administrator – Private Clients

Warwick (ref AL753)

Salary negotiable + benefits


My client is a UK wide independent financial advisory business dealing with both Corporate and Private clients.  They now have an exciting new vacancy for an experienced IFA Administrator to be responsible for providing administrative support to a team of advisers. 


Key duties within the role of IFA Administrator


·         Process new business and update on  Intelligent Office

·         Deal with all incoming documentation for their select team of advisors

·         Amend client/plan details on Intelligent Office

·         Business chase all outstanding applications

·         Obtain illustrations from providers or via comparison portals

·         Submit on-line applications to providers

·         Extract data from/place trades on Provider Platforms

·         Generate Portfolio Reports for Client Reviews

·         Letter writing to clients, providers and advisors

·         Telephone clients, providers and advisors with queries and answers

·         Respond to all queries from clients, providers and advisors

·         General scanning of advisors and paraplanners work when requested

·         Encourage additional new business from select group of advisors

·         Attend relevant training courses, away days, offsites when necessary

Knowledge Required for IFA Administrator

·         Basic knowledge of the financial planning market including products and services.

·         Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role.


Skills Required for IFA Administrator

Essential skills:

·         IT literate, including all Microsoft Packages

·         Confidence to deal effectively with clients, colleagues and product providers

·         Ability to efficiently manage priorities and workloads, and stick to deadlines

·         Self motivated & Customer focused

·         Ability to promote a team spirit and sense of purpose

·         Problem solving & Decision-making

Desirable Skills:

·         Experience of Intelligent Office

·         Experience of Protection Comparison Quotation Systems – e.g. IRESS, Assureweb, LifeQuote

·         Experience of accessing Provider Platforms



·         Essential:

·         7 GSCE’s or equivalent (including Maths and English)

·         Desirable:

·         Attainment of or studying towards CII, RO exams ‘or’ qualifications equivalent


If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.

By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.

 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.