Ifa Administrator

• IFA Administrator
• Office-based
• Up to £30k

Are you looking to break in financial services, or perhaps you have a 1-2 years' experience as an IFA Administrator and feel that you've hit a ceiling? My client is seeking an individual to invest in where they will be supporting the wider team, whilst my client supports their career moving forward.

My client is going under a period of growth where opportunities are naturally presenting themselves, so if you're an aspiring Paraplanner or IFA, my client is a forward thinking company that would look to support you.

Day-to-day of the role:

• Carry out administrative tasks supporting both the sales process and client review process.
• Communicate effectively with clients via letter, email, and telephone
• Use initiative and judgement in administering work, ensuring organisation and prioritisation of tasks.
• Maintain high-quality client files and record-keeping.
• Process new business applications, ensuring all documentation is correct.
• Manage incoming and outgoing post.
• Utilise back office systems such as Intelliflo to maintain client records.
• Understand investment platforms and read fund valuations in client portfolios.
• Complete quarterly online training in compliance areas such as anti-money laundering and data protection.
• Support paraplanners in preparing simple suitability reports and other documents.

Required Skills & Qualifications:

• Preferably prior experience in an IFA capacity.
• Good keyboard skills and PC literacy, with proficiency in Microsoft Word and basic knowledge of Microsoft Excel.
• Ability to work both in a team and independently to high standards.
• Experience with back office systems, ideally Intelliflo.
• Understanding of compliance issues related to financial services.

Benefits:

• Up to £30k
• Flexible working
• Study support including exam support, study texts, & study leave.
• 25 days holiday, increasing by 1 day per year of service
• Pension contribution of 5%
• DIS x 4
• Private Medical Insurance for you and partner
• Full internal training on back office systems, products, and processes.
• Time off for CPD relevant to the role.
• Free Parking

Synonyms

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator