Ifa administrator

IFA Administrator

Location: Gerrards Cross, Buckinghamshire SL9 8EB

Position: Full-time (office based - Gerrards Cross)

Basic Salary: To £30k pa (DOE)

Our client is seeking an experienced, enthusiastic Administrator to complement their existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to their advisers, paraplanner and other team members.

Ideal Candidate

Whilst the role is varied it is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their own domain. The ideal candidate should be able to demonstrate a stable employment history and 2+ years' experience within an IFA practice. A strong work ethic with the ability to prioritise and manage workload in a professional, timely manner and hit the ground running is a must.

Key Responsibilities:

1. Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from platforms/providers as required.
2. Review meeting preparation - produce valuations and ensure correct documentation is gathered (risk profiling, fact find, client agreements, etc.).
3. Completion of product application forms, Trust documentation and new business submission (platforms).
4. Monitoring and oversight of new business applications and fees.