Job Description
Position: IFA Administrator
Location: Guildford, Surrey (3 days per week working from home)
Minimum Requirements: 2 years’ IFA administration experience; Strong platforms knowledge; Intelligent Office experience
Salary/package: Up to £35,000 + bonus + 25 days' AL + pension (6%, 6%) + study support + IP + DIS + career progression + free parking
YOUR NEW COMPANY:
Our client is a market-leading, award-winning IFA firm based in Guildford, Surrey. Over the past 2 decades, the company's grown to become arguably Surrey's most successful and respected Independent Financial Advisory. The business' top priority is to put the client's interests first whilst ensuring a thriving working environment for its employees.
THE ROLE:
Reporting to the firm’s Head of Administration, the IFA Administrator's key duties will include:
* Producing and updating client portfolio reports through the back office system.
* Assisting in annual review preparations and working closely with paraplanners and advisers.
* Speaking to insurance companies and providers, obtaining information on clients’ plans.
* Assisting the team with business processing to include areas such as; implementing fund switches on client’s portfolios, setting up new investments and pensions for clients etc.
* General administration for the team.
* Updating and ensuring accuracy of the company database and computer based filing system.
* Point of contact internally for queries on our phone system and electronic filing system; Virtual Cabinet.
REQUIREMENTS:
Candidates interested in the IFA Administrator vacancy will have the following criteria:
* Minimum 2 years’ IFA administration experience
* Strong platforms knowledge
* Experience of using Intelligent Office
REMUNERATION / PACKAGE:
The package for the IFA Administrator role is as follows:
* Up to £35,000 salary (depending on experience)
* 25 days' annual leave
* Annual bonus
* Pension (6%, 6%)
* Study support
* Income Protection
* DIS
* 3 days per week working from home
* Free parking
* Pathway to become a Paraplanner and Financial Adviser