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Chelmsford, Essex
IFA Administrator

IFA Administrator

Capio Recruitment Financial Planning

Posted 21 hours ago, valid for 20 days

Chelmsford, Essex CM3 4SX, England

Full Time

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Sonic Summary

The position is for an IFA Administrator with experience in processing new business, requiring a strong attention to detail and organizational skills.
The role offers a competitive salary with monthly bonuses based on company performance and paid overtime for extra effort.
Candidates should have prior experience in IFA administration, particularly with new business processing.
The company promotes a fantastic culture with regular team events and provides full exam support, including time off for revision.
This office-based role emphasizes teamwork and communication while managing pension transfers and client updates.

IFA Administrator - Experienced in New Business Processing

Office based role to maintain quality culture

Are you an IFA Administrator with strong experience in processing new business? Are you looking for a company that values your hard work, offers great benefits, and has an amazing team culture? If so, this could be the perfect opportunity for you!

What’s on Offer?

A fantastic company culture with regular team events - we’ve already got exciting day trips planned for this summer!
Full exam support, including a couple of days off to help with revision.
Paid overtime to reward your extra effort.
Monthly bonuses based on company performance.
Performance-based vouchers as an extra thank-you for a job well done.

What You’ll Be Doing:

Handling all aspects of new business processing with accuracy and efficiency.
Supporting a fantastic administration team.
Liaising with providers and ensuring all documentation is completed correctly.
Updating clients on the progress of their applications and ongoing queries.
Managing pension transfers, ensuring smooth processing and compliance.

What We’re Looking For:

Experience in IFA administration, particularly in processing new business.
Strong attention to detail and organisational skills.
A team player with excellent communication skills.
Someone who thrives in a supportive and friendlyenvironment.

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