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Technical Ifa Administrator

2 weeks ago

Trowbridge, United Kingdom Cranleigh Personnel Full time

**Technical IFA Administrator**

**Based Bradford on Avon**
**Salary £25,000-£30,000**

**Are you a technical IFA Administrator who wants to progress your technical skills?**
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business

**If so, we have the opportunity for you.....**

**The company and role**

Our client is looking for someone who has been working within a Technical IFA Administration role and who is looking to gain more technical experience.

There are 14 staff within the company based in beautiful refurbished offices and they offer a structured career development and exam plan based around your goals.

**Role Responsibilties**:

- Producing pre-sale product illustrations and charge summaries to support the Paraplanner
- Producing and preparing initial signup paperwork for new clients
- Processing new business cheques and transfers on the wrap platform in line with the advisor’s recommendation, nursing this through to completion
- Processing buy, sell, switch and rebalance instructionsas required
- Processing client withdrawal and income requests
- Telephoning product providers with client queries or to obtain policy information
- Preparation of investment update reports for client meetings
- Ensuring all written correspondence to clients is accurate

This is a fantastic opportunity for any IFA administrator who loves the more technical aspects of the role and who is comfortable with numbers and with superb attention to detail.

**Salary**: £25,000.00-£30,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 1 years IFA admin experience

Work Location: In person