Job Description
Position: IFA Administrator
Location: Horsham, West Sussex (2 days per week working from home)
Minimum Requirements: 2 years’ IFA administration experience preferred; Intelligent Office experience;
Salary/package: £28,000 - £32,000 (depending on experience), annual bonus, 25 days' AL, pension (5%, 5%), study support, IP, DIS, career progression to Paraplanner & Adviser
YOUR NEW COMPANY:
Our client is a well-established, award-winning IFA firm based in Horsham, West Sussex. The company has significant plans to grow over the next 6 months and has just began its search for an IFA Administrator to join its rapidly-expanding Administration team. The IFA Administrator position allows for hybrid working (2 days per week working from home) folllowing the successful completion of probation.
THE ROLE:
Reporting to the firm’s Head of Administration, the IFA Administrator role's key duties will include:
* Submitting pension and investments to providers on line (via providers website) or by post.
* Chasing providers on the progress of business in a timely and effective manner
* Updating clients progress of workflow
* Chasing client authorities with insurance companies
* Ensuring all documents held on client files are scanned to Intelligent Office
* Issuing documents to clients including post sales letters and plan schedules
* Producing ongoing service reports for adviser’s client meetings with all supporting documentation in a timely and effective manner
REQUIREMENTS:
Candidates interested in the IFA Administrator vacancy will have the following criteria:
* Minimum 2 years’ IFA administration experience preferred
* Experience of using Intelligent Office
* Live a commutable distance to Horsham
REMUNERATION / PACKAGE:
The package for the IFA Administrator vacancy is as follows:
* £28,000 - £32,000 (depending on experience)
* Annual bonus
* 25 days' Annual Leave
* Pension (5%, 5%)
* Study support
* Income Protection
* DIS
* Career progression to Paraplanner and Adviser
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.