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Experienced Ifa Administrator

5 months ago

Steyning, United Kingdom Appointed Ltd Full time

**My client is a small scale close knit IFA firm, with 2 very successful financial advisers part of a much larger AR...Due to internal progression they are seeking a experienced IFA Administrator to support the advisers and paraplanners with administration on Pensions & Investments working on Intelligent Office.**

An office based role with flexibility on hours, full or part time (3 days). Progression within paraplanning and advice with level 4 diploma support for the right individual.

This role would suit a individual with a IFA practice background, who has been support financial planners, ideally working on Intelligent Office, and has a sound understanding of pensions and investments. You will be hardworking with a easy going, team player attitude.

Duties such as:

- New business processing and meeting preparation
- Prepare packs for client reviews
- Liaising with clients, providers and third parties to obtain relevant information
- Build strong and professional relationships with clients
- Ensure all client data is kept accurate on Intelligent Office
- Provide technical assistance to the paraplanner
- Updating fact finds, preparing valuations and obtaining quotations

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

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Additional leave
- Company pension
- Flexitime
- Life insurance
- Sick pay
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Work Location: One location

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