IFA Administrator – Berkswell Job Circular
IFA Administrator – Berkswell Job Circular has recently been published. According to the job circular, they will recruit IFA Administrator – Berkswell in their organization. In this article, we have covered everything about the IFA Administrator – Berkswell job circular.
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IFA Administrator – Berkswell Job Details
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About the post of IFA Administrator – Berkswell
Artemis Recruitment Consultants recruits people regularly in their organization. The post name of the job is important before applying. Here we have listed the post name(s) of job. We recommend you to check again the job post name. Post name should be chosen according to your passion Ask yourself, What is your passion? after that you should go through for the rest of application procedure.
Educational Qualifications and Experiences
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Salary Range
The salary range is specified by post name and other factors like company policy. For this post the salary range is 30000 to 35000 GBP.
IFA Administrator – Berkswell Job Details
For your help, we have divided the job circular in some of the criteria. The first section is decorated with company details and the last section is with the job details.
Organization Details
Here is the details overview of the hiring organization. We have collected it from Careerjet. Check the table below.
| Organization Name | Artemis Recruitment Consultants |
|---|---|
| Organization Address | Berkswell, West Midlands |
| Circular Published Date | 16/10/2024 |
| Last Date of Application | Not mentioned in the Source |
Job Details
Here are the job details of the IFA Administrator – Berkswell Job Circular. Here we have included the vacancy, salary range, job location, and other informations related the this job.
| Job Title | IFA Administrator – Berkswell |
|---|---|
| Job Type | Full time |
| Job Category | Described in the Job Description below |
| No. of Vacancy | Mentioned in the Job Description below |
| Salary Range (GBP) | 30000 to 35000 |
| Expected Salary (GBP) | £30000 – 35000 per year |
| Job Location | Berkswell, West Midlands |
| Age Limit for job | Not mentioned but follow the Job Description below , maybe you can find something about Age Limitations |
| Gender | Not mentioned but follow the Job Description below , maybe you can find something about gender |
| Application Fee | Online Application |
The mighty Job Description of IFA Administrator – Berkswell Job Circular
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company’s services in a professional and FCA compliant manner.Key Responsibilities:
- Deal effectively with queries from clients and other parties through effective communication.
- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
- Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
- Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
- Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations.
- Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion of documentation ready for clients to check and sign.
- You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
Key Skills
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Good report writing skills
- Ability to work independently and in a team
Knowledge & Experience
- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
- Ability to assess information, make comparisons and identify critical features
- Ability to acquire update and apply new skills and knowledge
- Set own goals and want to deliver agreed targets
- Retaining supporting records for review.
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience.If you are interested in this position, please email your CV to
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