IFA Administrator

IFA Administrator

Location:

Colchester, Essex

Salary: £30,000 - £33,500 (Dependent on experience)

Days/ Hours of work:
Monday - Friday, 8:30am - 5:00pm

Benefits

23 days holiday + bank holidays (increasing to 25 days after 5 years)
Office closure over Christmas
Death in Service policy
Income Protection
Workplace pension scheme
Friendly, close knit and supportive team environment
Parking costs covered/ space provided where available

A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team.

This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.

Duties

Processing new business applications for both new and existing clients
Managing pension and ISA transfers from initiation through to completion
Handling trust applications and inheritance tax planning cases
Processing tax wrapper switches and withdrawals
Setting up investment income and pension income
Managing Letters of Authority and annuity applications
Submitting applications and ensuring accurate completion across all systems
Tracking cases and providing updates through to completion
Liaising with providers and clients to resolve queries
Using intelliflo as the core CRM/database system
Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter
Processing fund withdrawals and coordinating payments to clients

The ideal candidate

Minimum of 2 years' experience within an IFA firm (essential)
Strong background in new business processing across a variety of financial products
Experience handling cases from start to finish
Excellent attention to detail and organisational skills
Strong communication and relationship building abilities
A team player who thrives in a collaborative, friendly but hardworking environment

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