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Ifa Administrator

4 months ago

Ipswich, United Kingdom PB Recruitment Consultants Ltd Full time

**An exciting career opportunity is available with a leading, reputable, and award-winning Financial Planner, it currently require an experienced IFA Administrator to join it’s vibrant and friendly team.**

**An established company, which has been successfully trading for more than 27 years’ providing a professional, impartial, and friendly service to individuals and businesses. It strives to put clients’ interests first whatever the circumstances.**

**The firm provides pension, investment, and protection advice to its clients. This role has the potential to grow within the organisation. If you have the necessary experience and skills this position will offer you a friendly platform from whichto further develop your career.**

**IFA Administrator Role Description**:
The IFA Administrator will provide support to the Adviser to ensure smooth day-to-day running of the business. This will include new business processing, obtaining plan information from product providers as well as meeting preparation obtaining valuationsand illustrations. Maintaining back-office systems to ensure data is accurate & up to date. General administration duties such as answering the phone, scanning post, general correspondence, and other basic office duties. Further responsibilities are expectedto develop.

**IFA Administrator Required work experience/skills**:

- Previous experience in an administrative role within an IFA/Financial company is essential.
- Previous experience using Financial Advice platforms and software is required.
- Previous experience of working with Intelligent Office software is a bonus.

**Successful applicant will have the following skills**:

- Accurate & efficient in data processing
- Team player, eager to learn and develop professionally.
- Highly organised with excellent attention to detail
- Proactive and responsible
- Excellent communication skills both verbally and written.

**What’s in it for you?**

**A very competitive base salary, up to £35,000, and an extremely comprehensive benefits package, exam support and career progression, all details and further information available upon request.