IFA Administrator

Requirements

Day to day duties will include –

Processing and submitting new business adhering to the new business workflow.

Submitting Letters of Authority and collating all of the required plan details for research and analysis.

Meeting and greeting clients, answering and dealing with incoming enquiries

Portfolio rebalancing, buying and sellingAccurately processing client withdrawals and contributions and monitoring these through to completion.

Preparing clients packs for Annual Review meetings and then completing the work required post meeting

Writing basic Suitability Reports

Completing research for new business cases, primarily fund and cost analysis
Previous experience with the following would be very useful –

Intelliflo

A J Bell

Transact

Royal London

Canada Life International

FE Analytics

Benefits

This role is fully office based however the option to
work flexibly for two days a week would be available for the right candidate
after a training period.

Full time 9.00 -5.00 Monday – Friday 24 days holiday

Salary is subject to experience plus team bonus

Company Pension

Income Protection - 75% of salary, payable after a 13 -week deferred period.

Group life cover (death in service) - 4x salary