Administrator - IFA

IFA Administrator

£28,000 - £32,000 - negotiable

Gerrards Cross

Full Time, Permanent

Due to internal promotion, our client is seeking a confident and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to their advisers, paraplanner and other team members.

Our client

Founded in 1983 they are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.

As an independent firm, they offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.

The ideal candidate

The role is varied and is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their ‘own domain’. Whilst the firm has existing procedures in place, they always encourage new ideas.

The ideal candidate should be able to demonstrate a stable employment history and 2+ years’ experience within an IFA practice. A strong work ethic and ability to hit the ground running is desired.

Experience & Skills Required:

• Conscientious and organised, with a strong work ethic
• Willingness to learn and openness to being coached/mentored
• Computer literate in Microsoft Office, platforms and back-office systems (Intelliflo)
• Excellent communication skills both written and verbal
• Client centric approach
• Good levels of Regulatory and Industry knowledge
• High attention to detail and professionalism
• Accurate data entry and record keeping skills
• Willingness to study towards professional qualifications (supported by the firm)
  
  

Benefits Offered:

• Workplace pension (Aviva)
• Healthcare (Westfield)
• Annual holiday allowance - 25 days plus Bank Holidays plus time off between Christmas and New Year
• Inclusive culture promoting employee wellbeing and engagement
• Career progression (exam support) and ability to take on higher level work
  
  

This is a varied role, but on a typical day you could be:

• Obtaining illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers
• Reviewing meeting preparation - produce valuations and ensure correct documentation is gathered
• Completing product application forms, Trust documentation and new business submissions (platforms)
• Monitoring and oversight of new business applications and fees
• Issuing client documentation to the client/product providers as appropriate
• Performing electronic ID checks and ensure compliance documentation is present ‘on file’ at each stage of the advice process
• Managing an IFA's diary
  
  

Our client is an equal opportunities employer promoting diversity and their interview selection process is inclusive and free from discrimination.

To apply, please send your CV.