Remote IFA Administrator

Job Title:
Independent Financial Advisor (IFA) Administrator

Location:

Hampshire (remote)
Salary: £25,000 - £30,000

Key Benefits:

• Work-Life Balance: Fully remote working available.
• Progression pathway: Potential pathway to Paraplanner. The completion of the Level 4 Diploma is encouraged
• Exam Support: Structured training plan in place and support for professional exams
• Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth and career development.

We are currently seeking a dynamic and motivated individuals to join a boutique IFA in Hampshire as an IFA Administrator. The successful candidate will play a crucial role in supporting multiple Financial Advisors and contributing to the overall success of the organisation.

IFA Administrator key responsibilities:

• Provide administrative support to Independent Financial Advisors in day-to-day operations.
• Utilise back office systems and workflows
• Assist in the preparation and processing of client documentation and financial transactions.
• Processing of new business
• Maintain accurate and up-to-date client records using our internal systems.
• Liaise with clients, both in person and over the phone, providing excellent customer service.

IFA Administrator role requirements:

• Experience in a similar IFA admin role is essential (minimum of 3 years)
• Experience must include exposure to writing suitability reports
• Also can consider post-graduates or people with a keenness to get into the industry
• Knowledge of using Intelliflo.
• Proactivity and drive to forge a successful career within Financial Planning

What's next?

Apply today to be considered for this IFA Administrator 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.

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