IFA Administrator

Posted 23 October by Financial Divisions
Easy Apply

IFA Administrator

Epsom

£20,000 - £26,000

plus 23 Days holiday per annum + Bank Holidays, Target related bonus, Company Workplace Pension scheme (sliding scale of contribution options available), Training & exam support to obtain industry qualifications or other specific job-related qualifications, Season Ticket Loan and Annual Car Park Permit Loan

Financial Divisions are delighted to be supporting a growing business in Epsom, in their search for an IFA Administrator. The firm provides financial solutions to people relocating to other countries and specialises in Qualifying Recognised Overseas Pensions Schemes (QROPS) plus UK Wealth Management services. The firm have a great reputation in the area.

This is a great opportunity to join a firm who whole heartedly support career progression and encourage continuous improvement.

You will provide a wide range of support to the Financial Advisers and assist them in delivering a high level of service to their clients. You will action the implementation of advice given to clients, the collection of policy information from product providers and the coordination and delivery of client documentation. As a member of the Administration Team, you will play a key part in the overall performance of the company.

  • Processing new client documentation

  • Preparing and submitting new product applications

  • Collating and sending quarterly investment reports to clients

  • Liaising with our Australian offices in Sydney, Melbourne and Perth

  • Organising currency trades on behalf of their clients

  • Communicating with pension providers to obtain information in a timely manner

  • Chasing pension transfers from ceding schemes

  • Answering phone calls and responding to emails from clients and business partners

  • Managing and building relationships with service providers and clients

  • Processing overseas and UK transfers

  • Assisting the Client Manager with ad-hoc tasks

  • Updating the client database (Salesforce)

  • Overseeing and arranging investments and disinvestments

  • Arranging pension benefit requests to pension providers

  • Preparing and submitting UK product applications, including ISAs, Protection, GIAs, Annuities & Trusts

  • To produce great administration work in a progressive, small and fast-paced team

For immediate consideration for the IFA Administrator role, please contact Madeleine

Reference: 38975060

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