IFA Administrator (Create and Prosper Financial Services Ltd)

Kirkcaldy

Create and Prosper Financial Services Ltd

Job Description

An exciting position has become available for a full-time IFA Associate based in Kirkcaldy. The successful candidate will earn £25,000-£30,000. End of business year (August) and discretionary Christmas Bonus depending upon company performance.


Company


We are a firm of Chartered Financial Planners who offer a comprehensive independent financial planning service.


Our people are very important to the company, as is making certain they provide our clients with the best possible professional financial advice.


Role Requirements


  • A team player who shares our values

  • Prior experience in a client services role is preferred, ideally gained within the Financial Services industry but not essential.

  • A desire to learn and grow and a willingness to challenge the status quo

  • A relevant industry qualification or studying towards qualification is preferred

  • Ability to identify and suggest ways of improving business efficiency / control benefits

  • Experienced in using Intelligent Office (or similar client record keeping system) and other adviser support tools is preferred.

  • Microsoft Office skills are essential.


Role Responsibilities


  • Assist the team to deliver an excellent client service experience

  • Follow agreed Client Services practices and documented procedures / training guides

  • Ensure that client records in iO folders are consistently organised and documentation consistently filed.

  • Ensure client activity & tasks are accurately recorded and actioned in iO in accordance with agreed procedures and timeframes.

  • Liaise with providers to resolve any adviser queries / client queries / administration issues.

  • Annual Reviews - support the adviser team to fully satisfy the firms agreed review process for all clients with service agreements.

  • Investment Schedules – oversee and prepare accurate client valuation schedules in line with agreed format / standards and ensure iO is updated with all relevant client / plan data.

  • New Business & Advice Recommendations - ensure that all new business & advice recommendations are processed efficiently and in a timely manner with all relevant client / plan data accurately recorded in iO and in the Advice (New Business) Register

  • Ensure client model portfolios are rebalanced in accordance with agreed rebalance policy & procedures.


Why should you apply?


  • The chance to join a well-established company

  • The opportunity to become part of a hardworking, dedicated team

  • To showcase your knowledge and experience

  • Holiday – 33 days

  • Pension contribution

  • Death in service – 2 years annual salary

  • End of business year (August) and discretionary Christmas Bonus depending upon company performance


Contact


John Dempsey (john@cpfsltd.co.uk) or 01592 593740