IFA Administrator

Posted 18 June by Vision-FS Recruitment
Work from home
Salary icon £27,000 - £37,000 per annum, OTE
Location icon Royston , Hertfordshire

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Position: IFA Administrator

Location: Royston, Hertfordshire (up to 2 days per week working from home)

Minimum Requirements: 2 years' IFA administration experience; Strong experience of Intelligent Office; Good platforms knowledge; Live a commutable distance to Royston

Salary/package: Up to £37,000; Bonus; 25 days' holiday; Pension; Income Protection; Study Support


Our client is a successful Financial Planning arm of an award-winning accountancy practice. Due to expansion, the business is keen to hire an experienced IFA Administrator.


Reporting to the firm's Partner, the IFA Administrator's key duties will include:

  • Communicate effectively with customers both by phone, email and in writing
  • Maintenance of client and portfolio records on Intelligent Office (IO) back office system
  • Obtaining quotes and projections from product providers
  • Processing new business and issuing policy documents/contract notes
  • Liaison with investment/insurance companies/platforms to ensure that all matters are brought to an early conclusion
  • Ensure all new business compliance requirements are met


Candidates interested in the IFA Administrator vacancy will have the following criteria:

  • 2 years' IFA administration experience
  • Strong experience of Intelligent Office
  • Good platforms knowledge (such asTransact, Aviva, Aegon (Cofunds), Standard Life, Scottish Widows etc)
  • Live a commutable distance to Royston


The package for the IFA Administrator role is as follows:

  • Up to £37,000 salary (depending on experience)
  • Annual Bonus
  • Up to 25 days' annual leave
  • Company pension
  • Income Protection
  • Study support

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.

Application questions

Do you have 2 years' IFA administration experience?
Do you have good experience using Intelligent Office?

Reference: 51126965

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