IFA Administrator

Job Title/

Location:

IFA Administrator, South Gloucestershire

Salary:
To £34,000 + bonus + pension + life/health benefits

Office/WFH:
Fully office based

Requirements:
Previous IFA administration experience

Role Snapshot:
Preparing annual reviews, provider & client liaison, helping to prepare suitability reports, processing & submitting new business

This office enjoys very low staff turnover and is happy to help develop people towards careers in paraplanning or advising long-term, with study support provided.

The Company/Team:

This role, which is open purely due to business growth, is one of 7-8 Administrators within the office and the team as a whole numbers 15-20 including Paraplanners & Advisors.

The Role:

This IFA Administrator role supports two Advisors, one very established and one relatively new to advising.

Key responsibilities include:

Assisting in preparing annual reviews

Completing files to meet company compliance standards

Liaising with providers & clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits

Assist in preparing simple suitability reports

Processing & submitting new business (online + postal applications) and monitoring applications

Input of adviser fees/commission onto IO, raising invoices

Processing amendments to existing plans e.g. fund switches

Personal diary management in Outlook & Intelliflo

Skills / Experience

Required:

For this IFA Administrator opening, you must have previous IFA administration experience. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail. This is a busy, vibrant office, so the ability to multi-task is key and you should also be a car driver.

Additional Information:

The salary for the IFA Administrator post is to £34,000 + bonus, pension, life and health benefits and study support. Please apply below.