IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will be training you to be a well equipped IFA Administrator. Role created due to internal promotion from growth. Duties of the IFA Administrator: - Gain a signed application form from the client and log relevant documentation, information and correspondence onto the IO CRM. - Chase providers to gain relevant documentation and information for the binder folder for the meeting. - Gain relevant documentation from clients and collate all information into the binder folder for the financial advisor at least 48 hours before the meeting. - If the client is going through a pension transfer, keep the client regularly updated and give accurate time frames. - Handling roughly new 4 client applications a week. - Working effectively on the investment platforms such as Novia, Aviva, Link, Standard Life etc. - Apply pressure to providers who are taking a long time to hand over relevant documentation and demand time frames. - Gaining and chasing letters of authority. - Be confident to be on the phone and chase relevant information rather than using email. - Be at least rated 3/5 on your performance KPI's to gain your quarterly bonus. Requirements of the IFA Administrator: - Experience working within wealth management (Essential) - Experience of submitting applications on platforms (Essential) - Knowledge and experience using platforms such as Prudential and Aviva (Essential) - Confident on the phone and building relationships (Essential) - Worked within a small IFA (Desired) - Ability of being empathetic to clients (Essential) - Bubbly and outgoing personality (Essential) Benefits: - 20 days holiday plus Christmas shut down and bank holidays (31 in total) - Quarterly Bonus - Pension contribution - Company pay for qualifications you are looking to gain in your industry - Internal progression - Non micromanagement environment - Excellent training If you are interested in this IFA Administrator opportunity and hold the relevant experience, I urge you to contact El on eburtonnetboxrecruitment or call 01634 668 186 opt 2.