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- Job Title/Location: Senior IFA Administrator, Surrey/WFH
- Salary: To £40,000 + bonus average of £2,000 - £2,500
- Office/WFH: 4 days office + 1-day WFH is available
- Requirements: Ideally administration experience within an IFA/wealth management business
- Role Snapshot: Preparing new business & client review packs, preparing protection quotes, liaising with/chasing providers, conducting electronic checks for new/existing clients
The Company: A well-established, award winning wealth management practice that advises across the board, both on individual and group products. They enjoy a fabulous setting in Surrey, with this role focusing largely on client servicing across the full spectrum of products and also new business responsibilities from an admin perspective.
The Role: As mentioned, this role will expose you to the full range of products, with our clients’ focus being mainly pensions and investments. Great team environment, very supportive Office Manager, award winning IFA’s to learn from, with our client hopeful of recruiting someone who wants to commit long-term to IFA administration/support. Your responsibilities will include:
- Preparing new business & client review packs for client meetings + preparing protection quotes
- Obtaining literature and forms from providers and pre-completing basic client details
- Conducting electronic checks for new and when needed, existing clients
- Issuing LOAs to providers, requesting information as necessary and loading plans to IO/File Center
- As and when requested, produce & issue year-end tax packs to clients or designated contacts.
- Use IO to schedule follow up tasks relating to business submissions
- Liaise with providers, ensuring all applications are received, completed & see to outstanding requirements.
- Follow up any outstanding fees and commission.
Experience/Skills Required: For this Senior IFA Administrator role, our client is looking for previous IFA administration experience and a career focus on the admin/technical side of the industry. Accuracy is very important as is finding someone who is a real team player.
Additional Information: The salary is to £40,000 plus a bonus average of £2,000 - £2,500. You will also get 25 days holiday, company pension, DIS and Group PHI. Lovely setting in which to work, very supportive Office Manager, great people to learn from.
The Senior IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
