IFA Administrator

This is a fantastic opportunity to join an award winning employer and further your career within the Financial Advice industry. This company boast excellent retention rates, have a track record looking after their people, developing their skillets and promoting from within.

They also offer hybrid working, 3 days in the office, 2 WFH.

As an IFA Administrator here your responsibilities will include:

• Compile Letters of Authority, sending to Insurance Providers and collating policy information when received for Paraplanners, Financial Advisers
• Process New Business Applications in agreed time frame
• Ensure all new business submitted to the insurance providers is fully completed and compliant
• Update New Business Register and back office system with new application information
• Monitor new business progress and chase outstanding documentation on behalf of the Financial Advisers
• Check accuracy of Policy Documentation
• Produce Portfolio Valuations and Summary Reports for Financial Adviser review meetings
• General client servicing, change of policy information
• General administration duties

You'll also receive:

• A starting salary of £25,000-£27,000, but if you're keen to move and your looking for more then apply or contact me and we'll discuss
• Hybrid working available, 3 days office based and 2 working from home
• Flexible hours available after probation, subject to your requested hours being available within the team
• 4 x DIS,
• AE Pension from day 1, 5% and 5% pension enhancement after 12 months.
• Private Medical Insurance

To be considered for this position you'll just need to have working in a Financial Advisers previously doing most of the tasks listed above. If you've done some of the tasks and you're unsure then apply anyway and we can discuss.