Ifa Administrator

IFA Administrator

£28k - £30k per annum, Monday - Friday, 9 am - 5 pm. 20 days annual leave + Bank Holidays, Pension scheme, Free on-site parking, Regular social events: Summer and Xmas parties, Monthly drinks.

About Us:

Join our esteemed independent financial advisory firm. With a strong reputation in the financial sector, we pride ourselves on our dedicated team that consistently delivers comprehensive financial solutions to our esteemed clientele.

IFA Responsibilities:

• Manage day-to-day administrative tasks related to finance, pensions, investments, and mortgages.
• Efficiently utilise our back-office system, Intelliflo, and coordinate with our trusted providers like FundsNetwork, Aegon, and Prudential.
• Handle new business submissions, process withdrawals, and evaluations.
• Gain exposure to para planning which feeds directly into our advisory team.
• With time and experience, handle tasks like writing suitability reports and conducting investment bond calculations.
• Play a pivotal role in the admin department, which also acts as a crucial step towards para planning.

 IFA Administrator Skills & Experience:

• 2 years minimum experience in an administrative role within finance, pension, investment, or the mortgage industry.
• Ability to adapt quickly and hit the ground running.
• Familiarity or willingness to learn and work with our systems and providers.

IFA Administrator Opportunities for Growth:

• We offer an environment of flexibility, where your role can evolve based on your skill set and aspirations.
• If you wish to stay within the realm of administration, you're welcome to. However, if you aim to branch out, we provide support for para planners, and there's potential to progress to an advisor role with the right examinations and certifications.

As we expand our team, we invite you to be a part of our journey and help us in our ongoing commitment to excellence so please apply to be our next IFA Administrator by attaching your CV.

INDH