IFA Technical Administrator South Leics (our ref AL1380) - Office based roleSalary to £30,000 dep on exp excellent benefits inc parkingThis is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday.My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years'' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.The Role:Letter of Authority administration and processes.Making of appointment packs/General administrative duties where required.Valuations.Telephoning providers.Letter writing/PhotocopyingPrepare cash flow modelling (information gathering and understanding)Prepare portfolio comparison analyticsAction fund switches and carry out attitude to risk questionnairesBooking then preparing new and existing client appointment packsAdviser diary managementRegular engagement with clients and providers via telephone, email and letterProduce ''no action'' and fund switch suitability lettersMaintain clear and compliant recordsAttend departmental meetings and trainingProcess new business applicationsLiaising with providers to ensure new business is completed in a timely manner, identifying/resolving