Upload CV

Please fill out the form below to upload your CV & register your details.

 We only accept .doc, .docx, .pdf, and .odt files
 

Upload Vacancy.

Please fill out the form below to send us your vacancy.

 We only accept .doc, .docx, .pdf, and .odt files
 

Apply for this job.

Please fill out the form below to apply for this job.

 We only accept .doc, .docx, .pdf, and .odt files
 

Log In.

Log In to your account below:

  Click here to register   Forgot Password?
 

Register.

Fill out the form below to create a new account:

  Register with LinkedIn   Click here to log in
 

Forgot Password?.

Enter your email address below and we'll send you a new one.

Submit CV
£22000 - £28000.00 per annum
BBBH4580-JM_1561472024
Permanent
Apply Now


A highly respected firm of Chartered Financial Planners who provide market-leading wealth solutions are now delighted to be able to add to their team with the addition of an IFA Administrator to their office in the Northampton area.


Working as part of a face paced, busy and very friendly team you will be supporting a an Adviser on a 1-2-1 basis covering whole of the market high net worth solutions. The successful candidates will be responsible for;

  • Liaising with Companies/Providers to chase for client financial information
  • Preparation of illustrations
  • Chasing up Letters of Authority and liaising with product providers.
  • Management of client database systems and internal intranet systems
  • Production of reports by collating information from various sources
  • Meeting preparation documentation
  • Diary and email management
  • Downloading Financial Services Wealth Accounts and client valuations
  • Assisting with all aspects of the mortgage process and liaise with advisers, clients, lenders and solicitors


The successful candidate will need to have proven experience working as a IFA Adminsitrator - preferably within an Financial Planning environment with knowledge of investment and pension products and ideally have Financial Services qualifications. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information, please don't hesitate in contacting one our specialist consultants on 0161 416 6943