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IFA Administrator

Posted 9 March by Coast Specialist Recruitment Easy Apply Ended

IFA Administrator

Croydon - £23,000 - £28,000

We are looking for an experienced and self-motivated individual to provide comprehensive support to the Consultants in our Croydon Office, managing client relationships, submitting new business, policy servicing and Client Reviews. Our chosen candidate should have the following:

  • Previous experience processing business on Intelliflo
  • 5 years of experience in a similar role
  • Computer literate (Word, Excel, PowerPoint, Outlook)
  • Good knowledge of platform providers e.g. Standard Life Wrap, Aviva, Cofunds, Elevate
  • Good knowledge of DFMs, e.g. Brewin Dolphin, Investec, Charles Stanley
  • Good knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, EISs and VCTs
  • Good knowledge of personal and group pensions, SIPPs and SSASs
  • Interpersonal - team working and communicating with clients
  • Proactive, willing to continue to develop, enthusiastic
  • Highly organised, methodical, disciplined and meticulous
  • Good organisational, time management skills and effective workload management.
  • Ability to prioritise and deal with pressure
  • Good understanding of compliance processes and issues
  • A sense of fun and a good sense of humour


  • Manage their administration workflow.
  • Receive and implement requests from Consultants
  • Upload fact find information to the client management system (Intelliflo)
  • Obtain policy information and valuations, maintain on Intelliflo
  • To process all new business and client correspondence
  • Check all compliance data is present
  • Track applications to completion
  • Ensure any deadlines given by consultants/providers are met
  • Maintain up to date client files
  • Remuneration monitoring and correct payment and allocation to consultant
  • Establish and build relationships with clients and providers
  • Assist consultants in pre-meeting preparation and annual reviews
  • Register and utilise appropriate extranet/websites and other forms of e-business
  • Operate within the compliance and corporate standards of the business
  • Consistently implement and review processes
  • Undertake appropriate professional development and training

Required skills

  • IO
  • Pensions
  • intelliflo
  • intelligent office

Reference: 34649407

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