IFA Administrator

One of Surrey's most successful, award-winning boutique IFA firms has partnered with Vision-FS Recruitment to find a suitable IFA Administrator for its small, vibrant team. Based in Epsom, the 20-year old business specialises in giving expert retirement advice to clients.

Reporting to the a Financial Planner, the IFA Administrator's key duties will include:

• Providing IFA Administrator support to a Financial Planner and Paraplanner.
• Management and processing of new business for pensions and investments.
• Management of office diary.
• Management and updating of back office systems (Salesforce, Volume (Watermark Tech), Voyant, Finametrica, Timeline and TaskRay).
• Using Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Use of Model Portfolios.
• Monitoring invoices on Xero.
• Updating and monitoring of the new business register.
• Ensuring adherence to Money Laundering Regulations.
• Sending Letters of Authority to clients and obtaining financial information.
• Data harvesting of information for pensions, life assurances and collective investments for review by peers.
• Preparing illustrations for clients and accompanying documents.
• AssuredWeb used for annuity quotations.
• Some financial planning tasks undertaken and some product research.
• Preparing of some basic advice reports and checking of complex advice reports.
• Case check preparation.
• Meeting and greeting clients when in Office.
• Client updates provided by telephone and email.
• Knowledge of DB and DC Pensions, Investments, Protection, Tax and Estate Planning.

The successful candidate for the IFA Administrator will receive:

• A salary of £30-£35,000 (depending on experience)
• Annual bonus
• 24 days' annual leave
• Study support
• Pension
• Free parking
• Pathway to train as a Paraplanner

Suitable candidates interested in the IFA Administrator vacancy will have the following criteria:

• At least 3 years' experience as an IFA Administrator

• AJ Bell Platform experience

• Carry out trades unaided

• Voyant experience

• Salesforce experience

• Data Harvesting experience

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.

Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.