Job Description
* Job Title/Location: Senior IFA Administrator, Guildford
* Salary: To £34,000 + benefits
* Requirements: At least 12 months previous IFA administration experience
* Role Snapshot: A role exposing you to all product lines across pensions, investments, life & protection – working closely with the IFA’s & Paraplanners, processing business, acting as a main client contact
This expanding IFA business is in the process of adding to their Support Team and creating a new technical support team with the potential for this role to go down the Senior Administration & then Paraplanner route.
The Company/Team: This IFA Administrator role is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere.
The Role: The IFA Administrator role helps to support several Advisors as well as a Senior Administrator and Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include:
* A point of contact for clients on behalf of the Financial Planners.
* Process all business in line with processes/procedures, collating AML documentation.
* Prepare documentation, valuations, and reports for client meetings.
* Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.
* Liaise with providers & 3rd parties to obtain information & manage client requests.
* Maintain Letters of Authority & obtain necessary information from financial providers.
Skills / Experience Required: For this IFA Administrator opening, you must have at least 12 months IFA administration experience. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail and you should also be a car driver.
Additional Information: The salary for the IFA Administrator post is to £34,000 + benefits & the chance to develop towards a Senior Admin or Paraplanner role. Please apply below.
The IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.