IFA Administrator

2 weeks ago

Farnham, United Kingdom Profiles Personnel Full time
IFA ADMINISTRATOR***
Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.
Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position.
Salary c.£25-32K depending on experience plus benefits which include being part of an Employee Ownership Trust and quarterly incentives
Key responsibilities for the IFA Administrator include,
Input client details onto an in-house system
New business administration
Liaise with clients for new business information, Terms of Business, tax returns
File checking for completeness
Liaise with product providers (e.g., for valuations, trusts, product terms)
Help advisers with meeting preparation, new client packs, agendas etc.
Supporting the Investment Proposition as necessary
Involvement in wider company projects as appropriateThe ideal IFA Administrator will need,
A background in Financial Services/Paraplanning preferred or a desire to enter the IFA industry
Ensure all client files are compliant on an ongoing basis
Respond to client contact and requests quickly and correctly
Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
Strong organisational and time management skills
Excellent attention to detail and accuracy
Have a supportive and collaborative approachNote this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position

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