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Senior Administrator - Ultra HNW IFA
Based: Central Surrey (Guildford)
Salary: 30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.
Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to the team of advisors.
The client is a professional, well established HNW IFA who have built a fantastic reputation over the years. They offer a very friendly working environment and are based in a modern office setting. An extremely low turnover of staff is testament to the environment they maintain, they are keen to recruit someone who will add value to the team.
The role will involve providing support to the directors and paraplanners and will incorporate both individual and group administration.
Being a traditional IFA support position, the main duties will include:
- Processing new business.
- Obtaining quotes and illustrations.
- Competent using XPlan, including the fee reconciliation side of the software.
- Effective client and provider liaison - verbally and in writing.
- Administration and processing of ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI and PMI products.
Must haves include:
- Qualified to Diploma level or actively working towards.
- Knowledge of the internal workings of an IFA and ideally have held some compliance responsibilities, although this is not essential.
- Proficiency in the use of Excel, as well as usual Microsoft applications.
- Extremely personable.
- Focused, strong attention to detail and accurate in your work.
- Strong communication and interpersonal skills.
- Being a natural team player.
Unfortunately, due to the placing of this role within the business, we are unable to consider candidates without the above criteria on this occasion.
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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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