IFA Administrator

The role

An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking. Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard. The position is fully office based.

Typical responsibilities

• General administration support for the Financial Advisers
• Inputting and maintaining the back-office system
• Ensuring client files are kept up to date and meet Compliance standards
• Preparing Illustrations, key features and application forms
• Processing new business, placing trades, submitting pension and investment transfers
• Preparing letters of authority,
• Contacting Providers and liaising with clients
• Preparing valuations and performance reports
• Preparing client reviews
• Compile client meeting packs

What we offer

• Salary up to £35,000 (dependent upon experience)
• 25 days holiday plus bank holidays
• Pension, discretionary annual bonus
• Death in service
• Support with career development and qualifications
• Sociable and professional office environment
• Free parking

Ideal candidate

• Must have a minimum of 2 years’ experience working for an IFA
• Excellent attention to detail
• Conscientious and diligent
• Preferred experience with Intelligent Office and Wrap Platforms
• Working knowledge of Word and Excel
• Aware of applicable legislation, guidance and best practice
• Excellent command of English, both verbal and in writing
• Team player
• Punctual, polite and well presented