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Position: IFA Administrator
Location: Guildford, Surrey (3 days per week working from home)
Minimum Requirements: 2 years’ IFA administration experience; Strong platforms knowledge; Intelligent Office experience
Salary/package: Up to £35,000 + bonus + 25 days' AL + pension (6%, 6%) + study support + IP + DIS + career progression + free parking
YOUR NEW COMPANY:
Our client is a market-leading, award-winning IFA firm based in Guildford, Surrey. Over the past 2 decades, the company's grown to become arguably Surrey's most successful and respected Independent Financial Advisory. The business' top priority is to put the client's interests first whilst ensuring a thriving working environment for its employees.
THE ROLE:
Reporting to the firm’s Head of Administration, the IFA Administrator's key duties will include:
- Producing and updating client portfolio reports through the back office system.
- Assisting in annual review preparations and working closely with paraplanners and advisers.
- Speaking to insurance companies and providers, obtaining information on clients’ plans.
- Assisting the team with business processing to include areas such as; implementing fund switches on client’s portfolios, setting up new investments and pensions for clients etc.
- General administration for the team.
- Updating and ensuring accuracy of the company database and computer based filing system.
- Point of contact internally for queries on our phone system and electronic filing system; Virtual Cabinet.
REQUIREMENTS:
Candidates interested in the IFA Administrator vacancy will have the following criteria:
- Minimum 2 years’ IFA administration experience
- Strong platforms knowledge
- Experience of using Intelligent Office
REMUNERATION / PACKAGE:
The package for the IFA Administrator role is as follows:
- Up to £35,000 salary (depending on experience)
- 25 days' annual leave
- Annual bonus
- Pension (6%, 6%)
- Study support
- Income Protection
- DIS
- 3 days per week working from home
- Free parking
- Pathway to become a Paraplanner and Financial Adviser
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
