IFA Administrator

IFA Administrator - Hadleigh - Salary DOE

We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. The firm are an award winning IFA, as the top advisor in the East of England.

• Generous holiday allowances per year, with extra weeks between Christmas and New Year.
• Competitive Pay Package with yearly reviews.
• Free Car parking in Hadleigh.
• 8% Pension Contribution.
• Opportunity to further career through training and qualifications (CII) fully funded..
• Regular team away events.

As an IFA Administrator at your responsibilities will include:

• Processing new business, transactions, fund switches, withdrawals, income, and managing death cases.
• Utilising various platforms for efficient administrative tasks.
• Rebalancing client portfolios.
• Handling withdrawal/contribution requests and switches (e.g. Personal Portfolio to ISA).
• Producing Annual Review/New client files.
• Producing & Processing new business paperwork.

To be successful in this role:

• Ideally previous experience within an IFA, however profession services administration also welcome.
• Proficient in using financial platforms.

If you are a dedicated and experienced IFA Administrator seeking an exciting opportunity with a forward-thinking financial advisory firm, we encourage you to apply.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery