IFA Administrator

Posted 6 days ago by Cranleigh Personnel

Job Title- IFA Administrator

Location- Lincoln

Salary- Depending on experience

Our well-established client, a wealth management consultancy based in central Lincoln is looking for an IFA Administrator who is a bright, conscientious individual to join their administration team. The ideal candidate must be able to work well as part of a team.

Duties to include:

  • Diary management to include booking and preparing for meetings
  • Liaising with clients
  • Management of back office systems
  • Dealing with incoming / outgoing post
  • Withdrawals and encashments
  • Managing our CRM
  • Dealing with death claims
  • SIPP / SSAS administration
  • Letter of authority production and submission
  • Transfer of agency requests
  • Preparation of valuations
  • Liaising with product providers

Key attributes:

  • Highly organised
  • Ability to self-manage
  • Work and communicate effectively with a team of peers
  • High level of attention to detail
  • Good written and verbal communicator - able to draft letters without the use of templates
  • Flexible outlook on moving between tasks quickly and efficiently

Benefits include:

  • Free parking
  • Matched auto enrolment pension scheme
  • 20 days holiday + bank holidays increasing to 22 after 2 years’ service and 24 after 4 years’ service.

If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

Required skills

  • Administrative Support
  • Financial Services
  • Supportive
  • Telephone Manner
  • Highly Detailed

Application question

Have you had 1-2 years IFA Admin experience?

Reference: 40879095

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