IFA Administrator (Foinaven)

Ashbourne, Derbyshire

Foinaven

Job Description

A new and exciting position has become available for a full-time administrator. The role will primarily be office based at our office in Ashbourne, Derbyshire, with some flexibility and home working available. The successful candidate will earn £25,000-£30,000 depending upon experience.


Company


A well-established firm, Foinaven has continued to evolve over the last 20 years. However, the ethos and values of our business, with the emphasis always on personal and client-centred service, will always remain the same. It’s our vision to provide outstanding service to our existing clients, whilst always having the time and space to keep growing our business and responding to changes in the marketplace.


Role Requirements


We’re looking for a team player who can join our existing administration team supporting our advisers providing accurate, timely documentation and ensuring new business and client correspondence is dealt with efficiently. You’ll need to have:


  • A minimum of 3 years’ experience as a Financial Services Administrator

  • Good communication skills.

  • Self-motivated with a positive attitude.

  • To be a strong team player, who works well alongside others but also independently.

  • High attention to detail.

  • Not afraid to take ownership of tasks.

  • Strong organisation and time-management skills.

  • Good IT skills & confident with technology.

  • Strong numerical ability.

  • An openness to flexibility within the role due to the nature of being a small company.

  • The ability to work accurately under pressure of tight deadlines.

  • Awareness of FCA regulations and compliance obligations

  • Previous experience of Intelligent Office would be beneficial, and other adviser support and planning tools (e.g. risk profiling, cashflow planning, research tools).

  • You understand the importance of putting clients first


Role Responsibilities


The candidate will be highly organised and be responsible for a wide range of duties including:


  • Preparing new business paperwork, alongside our Paraplanner

  • Processing completed provider paperwork and ensuring it is dealt with correctly

  • Providing updates of ongoing cases to clients

  • Chasing all pending business

  • Liaise with providers regarding administration requests.

  • Liaising with clients and responding to their queries

  • Supporting with client reviews and general client communication letters

  • Preparation of pre-review paperwork

  • Completion of post-review actions alongside Financial Planners and Paraplanner

  • Ensuring that our back-office system (Intelligent Office) is up to date


The candidate will need to use the following software:


  • Competent with Microsoft Office programmes including Outlook and Teams

  • Intelliflo - Intelligent Office

  • Lifetime cashflow planning - Cashcalc

  • Dynamic Planner

  • Exchange


Salary and Benefits


  • The chance to join a well-established company

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

  • Salary £25,000-£30,000

  • Permanent position

  • 25 days holiday + bank holidays

  • Workplace pension with matched employer contribution up to 10%.

  • Death in service – 4x annual salary

  • Private Medical Insurance (subject to terms)

  • Regular CPD with the whole team for professional development.


Place of work:

Clifton Road, Beaumont Street 13B, Ashbourne DE6 1DG

You report to:


Operations Manager

Your Direct Reports:


Nil


Contact


Please contact Mike Russell on Mike@foinaven-ifa.co.uk or call 07376 3311 550 for further information