Ifa Administrator

2 months ago

Hove, United Kingdom Roxboro Full time

We are a Hove based wealth manager with big ideas and a desire to grow. We are looking for a bright and motivated IFA Support Administrator to help us achieve our plans.

Our clients look to us for help in managing their pensions and other investments; you will help the advisers and other team members to deliver a first-class service. You will help to onboard new investors and look after our current clientele in a compliant and helpful manner. The successful applicant will be self-reliant and enthusiastic with a desire to progress and learn. We need someone who can take responsibility for resolving issues quickly using their own initiative.

No prior experience is necessary as full training will be provided, however attention to detail, the ability to focus on a given task, and the flexibility needed to manage a varied workload is required. Communication is all important and you must be happy talking to clients and companies.

This would be an ideal position for an established administrator looking to establish a new career in the sector, or for someone with previous experience working for a financial adviser or life/pension provider.

Pay is negotiable and a discretionary bonus may also be payable. We are busy and there may be paid overtime. It’s not all grind though and we have staff social events and are planning an overseas weekend trip for all staff and partners. We offer life cover and a pension that is more generous than auto-enrolment requirements.

Your role will be flexible but includes:

- General office duties to include scanning, filing, photocopying and preparing meeting rooms.
- Administrative and PA duties to support financial adviser and paraplanner.
- Telephone answering and message taking.
- Diary and task management.
- Diligent use of our back-office system to record client details, tasks, plans etc.
- Liaising with product providers to obtain and chase information.
- Researching fund performance.
- Processing attitude to risk questionnaires.
- Preparation of illustrations and key features.
- Providing protection and annuity rate comparisons.
- Producing client reports from various sources.
- Administering fund switches and portfolio rebalances.
- Producing mailshots. Mailchimp experience would be helpful.
- Attending company meetings.
- Completing in house training.
- Proficient administrator, organised with good communication skills, be able to work happily within a team and under their own initiative, occasionally under pressure.
- Conscientious and detail orientated.
- Organisational skills with the ability to prioritise workloads. You must be able to use initiative and look for solutions.
- PC literate with the ability to use Word and Excel, to a good standard.
- Fluent in written and spoken English with good telephone manner.
- Friendly, approachable and personable.
- GCSE in Maths and English of C or above.

Nice to have
- Experience and qualifications in financial services.
- Use of Intelligent Office and familiarity with Aviva/Quilter platforms.
- We are looking to promote ourselves better. An ability to help with our social media presence, AI and marketing would be great.
- Experience of CRM systems, Powerpoint and Outlook.
- Knowledge of PC issues and problem solving including issues with printers, network connections, reinstalling Windows etc.
- Interest in investments.

No agencies please

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

**Salary**: £20,839.00-£24,570.00 per year

**Benefits**:

- Company pension
- Life insurance

Schedule:

- Monday to Friday

Work Location: In person

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