IFA administrator - Job advert

By Acumen Financial Partnership Ltd

10 Feb 2023

Acumen Group Photo Sept 22

Salary range of up to £28,000 – dependent on experience.

Acumen has a fantastic opportunity to join our thriving team of Independent Financial Advisers and Pension specialists, based in Burscough. We’re looking for a talented Financial Planning Administrator to work alongside our Financial Advisers. You must have recent relevant experience of working within an IFA or Financial Advisory/Wealth Management. 

On a day to day basic you can expect to be:

  • Preparing portfolio valuations, producing illustrations and processing of new business.
  • Arranging meetings with clients for the advisers.
  • Handling client’s requests and queries.
  • Preparing suitability reports for the approval of the Financial Adviser in line with the company policy.
  • Sending reports and investment information to clients.
  • Accurately submitting data on the system for clients.
  • Familiar with the software ‘Intelliflo’ (desirable but not essential).
  • Ensuring work is completed in specified timelines.

What you need:

  • Experience working in a financial services administration role (year minimum).
  • Working knowledge of Microsoft Word and Excel.
  • Up to date with compliance matters and current FCA legislation.

Benefits we offer:

  • 24 days annual leave plus bank holidays.
  • Flexible working.
  • Company maternity and paternity pay.
  • Group pension scheme.
  • Cycle2Work scheme.
  • Death in service.
  • Health Shield cash plan.
  • Study days.

Career progression:

At Acumen we are always keen to encourage progression and we will provide you with all the support that you need to reach your career goals.

Experience:

Financial administration: 1 year (required)

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