Ifa Administrator

The Company:

Established IFA business based in York who are looking to add an experienced IFA Administrator to growing their back-office support team.

Seeking a technical astute IFA administrator who can support multiple advisers acrossthe breadth of HNW private wealth advice.

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Office Location:York

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Hybrid/Home Working: Yes

• Hybrid office/home working

Package:
£24-28k DOE + discretionary bonus and full company benefits

• Benefits: 23 days holiday + stats, 5% pension, healthcare scheme plus additional company benefits
• Working hours: 37.5hrs p/w

The Role:
To support Paraplanners and Financial Consultants with all administrative tasks as required

Duties include:

• Preparing new business and client review packs for client meetings
• Assisting with the production of accurate client portfolio valuations
• Obtaining literature and forms from providers and precompleting basic client details
• Obtaining Anti-Money Laundering requirements and conducting electronic checks for new and existing clients
• Prepare new business documents ensuring all paperwork completed accurately and correctly
• To record all new business and advice events accurately on the backoffice system
• Schedule follow up tasks relating to business submissions
• Follow up on any outstanding fees and invoices

The Person:
Will come from an IFA/wealth management background and have exposure to supporting IFA's/financial advisers in a technical administration capacity:

• New/existing business processing experience across investments, pensions and protection
• XPLAN and/or Intelligent office system experience preferred, but not essential

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