Ifa Administrator

3 days ago

Sevenoaks, United Kingdom Price Personnel Ltd Full time

I am currently recruiting for an IFA Administrator to join a practice in the Sevenoaks area. This is a great opportunity for someone looking for a new career

As an IFA administrator you will be part of experienced Administrators, Financial Advisers and Directors.

As an IFA Administrator you will be responsible for dealing with a number of administrative tasks and assists independent financial advisers and other established professionals in the finance industry.

**The Administrator is responsible for**:

- Submitting transactions and trade requests including fund switches on and off Platform
- Obtaining illustrations and product literature
- Obtaining Client Portfolio Valuations
- Preparing review packs for client meetings
- Acting as a key point of contact for clients and Financial Advisers/Directors
- Liaising with products providers
- Actioning Letters of Authority
- Maintaining accurate client records

**What we are looking for**:

- Minimum of 12 months IFA/Financial Planning Administration experience
- Knowledge of Provider Platforms
- Experience of using XPlan (or similar) CashCalc (or similar) and FE Analytics
- Highly organised
- Ability to work under pressure
- Intermediate Word and Excel user
- 1 years Intelligent Office System user
- Some report writing experience such as R01 and R02 for example.

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

**Salary**: £30,000.00-£35,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Sevenoaks, Kent: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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