Senior Ifa Administrator
1 week ago
We are currently looking for a Senior IFA Administrator to join our clients, a successful independent wealth management firm in the Orpington area.
My clients have built a team of specialists which includes financial advisers, chartered advisers, paraplanners and experienced administration staff.Their goal is to provide clients with a bespoke, friendly service which meets their financial goals andallows them to have control of their finances now and in the future.
Working hours:
- As a Senior IFA Administrator, you'll be required to work Monday
- Friday 9am 5pm.
The successful Senior IFA Administrator will be offered:
- £28,000
- £35,000 Basic (Depending on experience)
- Pension
- Healthcare
- Bonuses
- Free Parking
- Great progression opportunities
To be considered for the Senior IFA Administrator role you must have:
- Previous experience within an IFA Administrator role (Ideally a minimum of 2 years)
- Great customer service
- Good IT Skills
- Excellent time management skills
- High attention to detail and accuracy
- Ability to selfmanage and be proactive
- Great communication skills
As a Senior IFA Administrator, your role will involve:
- Ensuring all tasks are carried out within FCA regulatory requirements
- Assisting with the production of accurate client portfolio valuations statements
- Preparing new business and managing advisers annual review processes
- Assisting advisers in preparation of new business packs for meetings
- Linking all incoming and outgoing relevant documentation and correspondence onto client files.
This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.
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