Ifa Administrator

3 days ago

Whiteley, United Kingdom Cranleigh Personnel Full time

**Job title: IFA Administrator / Paraplanner - Dual Role
Location: Whiteley

**Salary**: £27,000 - £38,000**

Are you looking for your next challenge within financial services / wealth planning?

Our client is looking for an IFA Administrator / Wealth Planning Administrator to join their fast-paced practice, to provide efficient technical administrative support to a team of advisers, with the aim of providing an excellent service to new and existingclients.

**Job Role**:

- To maintain client data including recording client information, setting reminders, entering new business, producing client reports and prioritising own work
- To liaise with product providers to obtain quotations, submit new business, and service existing business
- To check and issue paperwork to clients and to product providers
- To conduct research for the adviser including using Assureweb, Defaqto, FE Analytics, Selectapension and any other appropriate systems
- To produce suitability letters and accompanying information for clients
- To assist the adviser in ensuring that new business and existing business meets the compliance requirements of our network
- To assist the adviser in calculating tax charges including bond surrenders, capital gains tax and Lifetime Allowance charges.
- To facilitate receipt of adviser remuneration through efficiently managing Enable
- To accurately log activities and time on Enable
- To assist the adviser in making appointments, preparing client packs, logging CPD, and conducting client reviews
- Type up letters
- When required to assist with opening the post, manning reception, and preparing outgoing post.

**Skills and Experience**:

- Good organisational skills
- Good communication skills - written and verbal
- Good numeracy
- Proficient with Microsoft Office 365 Suite and digital tools i.e. platforms
- 2 years + in a similar role

**Key attributes to be successful within the role**:

- Must work well as part of a team
- Professional at all times
- Desire to improve own working standards in line with company’s expectations

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