IFA Administrator ~ Gloucestershire


Job Title: IFA Administrator

Location: Gloucestershire

Salary: £20,000 to £30,000

My client a well-established IFA practice requires an IFA Administrator, to assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions, Investments

You will need experience working within an IFA Practice and Financial Services qualifications is preferred but not essential

This role provides an excellent opportunity for somebody who is currently an IFA Administrator looking to work with a reputable company with big plans for growth

On offer is a very competitive salary and a great working environment, working for a company that is extremely ambitious and growing all the time

Duties will Include:

Maintaining relationship and contacts with providers to ensure a professional service

To obtain illustrations, key features and application forms from Platforms & Providers

Compile blank new client packs containing documentation such as, but not limited to, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings

Update client policy records on receipt of information on Adviser Office

To prepare new business applications in accordance with the company’s standard operating procedures and compliance handbook

Arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser

To provide cover and carry out duties for other Administrators in the team, in their absence

Deal with enquiries raised by clients, providers, advisers and other members of staff

Skills and Experience required:

Intermediate ICT skills including Word, Excel, and Outlook and be able to establish, maintain and up-date databases accurately

Prior experience of providing excellent customer service

Experience in administration support roles and able to maintain accuracy

Financial Services qualifications are desirable

Good communication skills

Professional attitude

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for

Required skills

  • Databases
  • Documentation
  • Financial Services
  • Outlook
  • Pensions

Application question

Do you have experience in an IFA practice?

Reference: 34230742

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