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Position: IFA Administrator
Location: Cheam, Surrey (office-based position)
Minimum Requirements: At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential
Salary/package: Up to £38,000 + Bonus + Pension + Healthcare + DIS + IP + Study Support + 25 days' annual leave
YOUR NEW COMPANY
Our client is a hugely successful, award-winning boutique IFA business based in Cheam, Surrey. Due to expansion, the firm has a requirement for a new IFA Administrator to join it's growing Private Client division. The IFA Administrator role is office based but does offer flexible hours.
THE ROLE
Reporting to the Office Manager, the IFA Administrator's key duties will include:
- Provide administrative support to the financial advisers, servicing new and existing clients.
- Use various programs such as Intelligent Office and Volume.
- Navigate through different provider platforms.
- Process relevant applications.
- Written and verbal communication with the administration team, Financial advisers, other providers and clients.
REQUIREMENTS
Candidates interested in the IFA Administrator vacancy will have the following criteria:
- At least 2 years' IFA administration experience
- Intelligent Office experience
- Volume experience a bonus but not essential
REMUNERATION / PACKAGE
The package for the IFA Administration vacancy is as follows:
- Up to £38,000 salary
- Annual bonus
- Pension
- Healthcare
- Study support
- DIS
- IP
- 25 days' annual leave
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.
