Ifa Administrator

4 weeks ago

Exeter, United Kingdom Prydis Full time

**IFA Administrator**

Reporting to Head of Administration

**Location **Exeter

**Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside

other professionals, helping to provide clients with integrated solutions to meet their needs.

**Responsibilities, defined but not limited to
- Assistance with onboarding new advisers
- Preparing annual reviews for advisers
- Obtaining policy information once company authority is in place
- Ensuring fees are paid correctly on policies
- Tracking transfers, surrenders & withdrawals
- Ensuring client files are in order and compliant, making up files for new clients
- General SIPP/SSAS administration
- Phoning providers, advisers and clients to gather information
- General admin duties, e.g. printing, scanning, binding, data entry to CRM
- Attendance at appropriate training courses and seminars (where relevant)
- Attendance at Prydis “Lunch and Learn” seminars (where relevant)
- Training and supervision of junior staff (where relevant)
- Providing assistance to the Prydis Wealth team (where appropriate)

**Relevant skills**

Microsoft suite of products. They should also possess good prioritisation and time management skills, to ensure
adviser and client expectations are met.

**How to apply**

Prydis Group are an Equal Opportunities Employer.

Senate Court,

Southernhay Gardens

Exeter, EX1 1NT

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