* Job Title/Location: IFA Administrator, West Sussex
* Salary: To £28,000
* Hybrid: Once through training & settled, there is some WFH flexibility
* Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact
* Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance
The Company/Team: Our client is a long established wealth management business, well respected on the South Coast and now part of a UK-wide operation, able to offer a wider array of long-term opportunities across the country. The team this role forms a part of consists of 8 people.
The Role: This is a varied role assisting with back office administration, including pre-sales related requests for illustration, application forms and fact sheets. You will help to process new business applications and deal with existing business-related enquiries. Your key responsibilities include:
1. Producing client portfolio valuations from various investment providers
2. Produce quotations, application forms & fund fact sheets for Advisors prior to client meeting
3. Process new business applications by ...