IFA Administrator

IFA Administrator, Swindon
Up to £32,000

You will be a part of an entrepreneurial, forward-thinking company looking to invest in & develop their team as the company grows.

As an IFA Administrator, you will be working directly with the Lead Adviser to provide support for high-net-worth clients.

Personal development & full study support for CII Financial Planning exams provided.

IFA Administrator responsibilities Include:

• Adding new client data onto back office system
• Process new business
• Liaising with clients and providers where appropriate
• Adding and updating New business and Fees onto back office system
• Processing fund switches and withdrawals
• Sending Letters of Authority (LOA) and following up with the providers
• Dealing with telephone and postal queries
• Producing client valuations

Desired Skills & Experience

• Experience working within an IFA firm, carrying out IFA Administration duties
• Experience using Intelligent Office software is essential
• Excellent customer service skills & administration skills

What’s on offer?

• Basic Salary of up to £32,000 per annum depending on experience
• Fridays working from home
• Initially 22 days holiday rising to 24 days after 2 years of employment
• An additional day off for your Birthday every year
• Excellent training and development opportunities
• Private medical insurance
• Bonus scheme
• Pension Contribution
• Christmas and Summer parties
• Quarterly get together and team building
• Small milestone gifts

What next?

Apply today to be considered for this opportunity. 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.

Synonyms: Financial Planning Administrator, Client Services Administrator, Sales Support