IFA Administrator

1 month ago

Farnham, United Kingdom Profiles Personnel Ltd 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 incentivesKey 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 appropriate

The 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 approach

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.

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