IFA Administrator

3 days ago


Swanley, Kent, United Kingdom Blakemore Recruitment Full time

Exciting Opportunity for an IFA Administrator

We are working in partnership with a well-established, dynamic IFA firm based in the UK to find an experienced IFA Administrator to join their team on a full-time permanent basis.

The Role:

  • Issuing letters of authority to providers and learning to write basic suitability letters
  • Providing high-level technical and administrative support while maintaining excellent customer service to clients
  • Telephone liaison with administration centres and paraplanners, chasing financial institutions for requested information
  • Completing illustrations and applications for new business
  • Processing new business applications and chasing through to completion
  • Tasks must be completed within a timely manner

Requirements:

  • Experience as an Administrator at an IFA or within a wealth management environment
  • Excellent IT and communication skills, highly organized, and able to make decisions
  • Confident in dealing with third parties and able to work with total discretion
  • A self-starter able to work with little or no supervision

If you are interested in this opportunity, please get in touch.


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