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Ifa Administrator

4 months ago

Brighton and Hove, United Kingdom Ortus PSR Full time

Are you an experienced IFA Administrator looking for the next exhilarating chapter in your career? This is your chance to take your expertise to new heights and join a team that values your skills and accomplishments. Your wealth of knowledge and proven track record as an IFA Administrator will help to ensure clients receive the best service possible.

The salary range for an IFA Administrator is £26,000 - £30,000 and other benefits include; 25 days holiday, flexible working (2 days p/w from office), free eye tests and flu jabs, pension scheme, discretionary bonus, staff socials etc

Join a team where your experience is celebrated, and your contributions are acknowledged and appreciated. The team are passionate about nurturing talent and providing a collaborative environment where your insights and innovative ideas are not just welcomed but cherished.

**Responsibilities**:
Provide administrative support to all advisers and Paraplanners

Format and prepare letters and documents.

Support Advisors in managing their pipeline and portfolio of existing business.

Communicate with Life Offices and Investment Houses when requesting information.

Maintain client records using the Intelligent Office system

Submit new business

Manage client reviews, including preparing client valuations

Prepare client reports -these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.

Review products available to meet client needs and make appropriate recommendations.

To be considered:
Experience working as a an IFA Administrator

Excellent knowledge of Investment and Pension products