IFA Administrator (Investor Profile)

Northampton, UK

Investor Profile

Job Description

We are a well established IFA firm in Northampton, providing low cost, accessible advice to investors across the UK.

We are looking for an experienced IFA administrator to join our growing team. The ideal candidate will have knowledge of the IFA sector and previous experience within a similar role, and a working knowledge of investment platforms and back office systems. Experience in using Intelligent Office (IO) would be advantageous. Strong attention to detail is a must.

We generally deal with clients remotely, and there will also often be contact with providers, so strong written and verbal communication skills are key.

The role would involve providing administrative support to the Financial Planner and the paraplanning team, with a range of duties including:

  • processing new business and tracking to completion

  • processing letters of authority

  • Illustrations > Producing client review packs

  • Fact finds > Maintaining client fact finds and records

This is a permanent, employed, full-time role. We offer a flexible and friendly working environment, you’ll love us!

Job Types: Full-time, Permanent

Salary: £22,000.00-£26,000.00 per year

Please send your CV and covering letter to sam@investorprofile.co.uk