IFA Administration Support - ESTABLISHED, SUCCESSFUL BUSINESS

This represents an excellent opportunity to join a successful and established IFA based in Kent, who currently require an experienced Administrator to join their highly qualified and experienced team.

The Company: Our client focuses on both individual business as well as employee benefits/corporate business and this role focuses on both sides of the operation. They enjoy a good reputation in the market and can offer prospects moving forward, not afraid of people with ambition. The majority of their clients are recommended by solicitors and accountants, offering a solid foundation for the business to build from.

The Role:Your main brief is to provide administration services for both new and existing individual clients as well as providing administration support to the Employee Benefits Department in respect of Group Risk and GPP Plans. You will also work on a number of special projects at the request of the Partners. The key functions of the role are:

• Process new business in accordance with the firm’s administration procedures.
• Process day-to-day administration matters for new and existing clients in accordance with the firm’s procedures.
• Deal with and bring to a satisfactory conclusion, administrative queries arising from new and existing client business.

Skills / Experience Required:Previous experience of working for a firm of IFA’s would be very helpful as our client would like applicants to have a technical grasp of a number of different product types. You do not need to have experience of both individual and group products, but a good understanding within one of those areas is essential. You should also have an understanding of information and documentation required to process new business, claims and amendments to existing policies and investments. Ideally you will be used to working with Word, Outlook & Excel, possess strong communication and interpersonal skills and ideally have started studying for the Certificate/Diploma in Financial Planning.

Additional Information: You will be rewarded with a highly competitive salary of up to £25,000 plus bonus and other benefits and will have the opportunity to enjoy stability, yet the chance for progression in this successful, local business. Flexible working hours are also offered.

The IFA Administration Support position 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 16 years experience in this field. Areas of expertise include employee benefits/group risk, compliance, pensions, flexible benefits, paraplanners, sales support, underwriters and IT related roles. We predominately focus on London and The Home Counties, although we have also been successful in offering national solutions and overseas. Do check the website and feel free to call at any time.