IFA Administrator

1 month ago


Swanley, Kent, United Kingdom Blakemore Recruitment Full time

Exciting Opportunity for an IFA Administrator

We are partnering with a dynamic IFA firm to find a skilled 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 technical and administrative support while maintaining excellent customer service
  • Telephone liaison with administration centres and paraplanners, chasing financial institutions for information
  • Completing illustrations and applications for new business
  • Processing new business applications and chasing through to completion
  • Tasks must be completed in a timely manner

Requirements:

  • Experience as an administrator in an IFA or wealth management environment
  • Excellent IT and communication skills, with the ability to work independently
  • Confidence in dealing with third parties and discretion in handling sensitive information
  • A self-starter with the ability to work with minimal supervision

If you have the skills and experience we're looking for, please get in touch.


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