IFA administrator - Job advert

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)