IFA Administrator
Position: IFA Administrator Location: Caterham, Surrey Minimum Requirements: 2 years+ IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package: Up to £32,000 YOUR NEW COMPANY Our client is a Top 20 Chartered Financial Planner & Employee Benefits firm, based in Caterham, Surrey. Due to expansion, this award-winning business has a requirement for a new IFA Administrator to join it's growing Private Client division. THE ROLE Reporting to the Support Team Leader, the IFA Administrator's key duties will include: Assist the Adviser and paraplanning team with client researchProvide the Adviser with support on pre and post sale workCheck all applications and supporting paperwork and process these via product providersManage the fee/commission expectations on the back office system for the clients being managed by the Adviser you're supportingTo assist Advisers with diary management and appointments REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: At least 2 years' IFA administration experience1st Software experienceXPlan experience a bonus but not essential REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £32,000 salaryAnnual bonusLarge pensionHealthcareStudy support23 days' annual leave (rising to 25)Various other bonuses Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
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