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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.
 
   
 
   
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IFA Administrator
Salary Area Job Ref Consultant Sector
£12.50 per hour Nottinghamshire AL809 Angela Liscombe Financial Services Administration

Description

IFA Administrator

Part time – between 21 and 28 hours per week

Nottingham (our ref AL809)

Remuneration - £12.50 per hour

 

My client is an established Independent Financial Advisory company, offering clients the full range of wealth management and specialist retirement advice.  They have an exciting new opportunity for an individual who has previous experience working within an IFA environment to join their small team based centrally in Nottingham.

 

The role involves providing a full administration service to 2 IFAs, to include:

 

New business processing, and chasing through to completion

Managing and updating tasks on back-office system

Chasing fees

Processing ‘Letters of authority’

Chasing providers for outstanding information

Answering the telephone

Dealing with incoming post

Scanning and saving documents to back-office system

Client and Provider liaison

Client research and preparation for adviser meetings with clients

 

The ideal person for the role:

 

IFA administration experience  

Experience of using industry back-office systems, ideally Intelligent Office

Experience of using Platforms/Wraps

Knowledge of Pensions and Investments

Basic compliance knowledge and understanding of what makes a compliant file

Excellent organisational and prioritising skills

Excellent written and spoken communication skills

Good computer literacy and typing skills

Comfortable following prescribed processes

Able to work alone using own initiative

Industry qualifications will be an advantage, but are not essential

 

If this role is of interest, please apply with an up to date CV or call Angela Liscombe at North Oak recruitment for a confidential discussion.

 

 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.