Ifa Administrator

5 months ago

Worthing, United Kingdom Active Recruiting Consultants Ltd Full time

**Job Title/Location**:IFA Administrator, West Sussex
- **Salary**:£25,000 - £32,000
- **Hybrid**:Once through training & settled, there is some WFH flexibility
- **Requirements**: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact
- **Role Snapshot**:Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance

**The Company/Team**: Our client is a fully independent, long established wealth management business, well respected on the South Coast. The team this role forms a part of consists of 8 people.
- Producing client portfolio valuations from various investment providers
- Producing Letters of Authority for new clients to service policies
- Working on producing any Letters/Forms required for switches, encashments etc.
- Ensuring compliance requirements are met on all new business cases
- Weekly chasing of all new business cases and existing business enquiries
- Greeting clients in Reception & assisting with answering telephone enquiries

**Skills/Experience Required**:For this IFA Administrator role you must have previous administration experience gained within an IFA/Wealth management business. Experience with Intelligent Office would be very useful, as would previous exposure to the platforms mentioned above. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook.

**Additional Information**: The salary for the IFA Administrator role is up to £32,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route.
- **The IFA Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, project/programme management, product managers, paraplanners, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.**_

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£32,000.00 per year

**Benefits**:

- Casual dress
- Company pension
- Life insurance

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: Hybrid remote in Worthing

Reference ID: arc737

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