Administrator (Ifa Business Review Team)

My client a successful IFA brokerage are looking for a candidate to administrative and compliance assistance to financial advisers, including valuations, research, reports, client liaison and correspondence.

Administration will include:

– Production of valuations

– Fund and market research

– Keeping systems up to date

– Ensuring compliance is up to date

– Producing initial thoughts and recommendations on client portfolios

– Drafting recommendations reports

– Ensuring recommendations do not result in tax liabilities

– Managing and prioritising workload

– Pre-completing instruction forms

– Processing ad-hoc requests from the Consultants/Supervisors

Using the following software:

– Avelo /1st

– Watermark

The ideal candidate will be experienced using Avelo/ 1st software and will ideally have obtained either FPC1/ CF1 or RO1.

Can do attitude, with a willing to learn.

Please do not apply if you do not have Financial Services experience.

Will suit a candidate looking for career progress within a successful Financial brokerage.