Ifa Administrator

**The Company**: Established IFA business based in York who are looking to add an experienced IFA Administrator to growing their back-office support team. Seeking a technical astute IFA administrator who can support multiple advisers acrossthe breadth of HNW private wealth advice.
- **Office Location**:York
- **Hybrid/Home Working**: Yes - Hybrid office/home working

**Package**: £24-28k DOE + discretionary bonus and full company benefits
- Benefits: 23 days holiday + stats, 5% pension, healthcare scheme plus additional company benefits
- Working hours: 37.5hrs p/w

**The Role**:To support Paraplanners and Financial Consultants with all administrative tasks as required. Duties include:

- Preparing new business and client review packs for client meetings
- Assisting with the production of accurate client portfolio valuations
- Obtaining literature and forms from providers and pre-completing basic client details
- Obtaining Anti-Money Laundering requirements and conducting electronic checks for new and existing clients
- Prepare new business documents ensuring all paperwork completed accurately and correctly
- To record all new business and advice events accurately on the back-office system
- Schedule follow up tasks relating to business submissions
- Follow up on any outstanding fees and invoices

**The Person**: Will come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers in a technical administration capacity:

- New/existing business processing experience across investments, pensions and protection
- XPLAN and/or Intelligent office system experience preferred, but not essential