Ifa Administrator

An excellent opportunity to join a well-established firm of Chartered Financial Planners who are based in Surrey. This firm is directly authorised and specialise in providing advice in pensions, investments and tax planning where hourly charging means giving clients totally impartial advice, with no agenda to gather assets under management.

They are now in a position to appoint a IFA Administrator to join its established team.
Whether you are a Finance Graduate or a Professional looking to expand on your existing experience, this role will be centered around providing administrative support to the financial consultants within the firm to help maintain existing relationships whilst helping to develop new opportunities

This firm is part of the Employee Ownership Trust, so you will become a genuine partner in the business and can benefit from its success.

The Role:

• Supporting advisers and paraplanners with administration duties
• Submitting new business applications and tracking the progress of these
• Liaising with clients and dealing with ad-hoc requests and queries
• Processing policy amendments such as fund switches, withdrawals, top-ups etc
• Taking pride in delivering excellent customer service at all times
• Prepare valuations and organise client review packs in line with the company review process.

How will we help?

• Training will be provided enabling you to develop
• You will be working with a team of experienced administrators and paraplanners
• Ability to study with financial support with to develop your career in Financial Services

Required Skills and Qualifications:

• Experience of working within the financial services industry within an administration role is preferred
• Working towards your Level 4 Diploma in Financial Planning or hold a relevant Degree
• Attention to detail and the ability to solve tasks.
• Excellent organisational skills with the ability to work under pressure and prioritise tasks.
• Confident communication skills and comfortable dealing with clients, providers and management.
• Absolute commitment to providing excellent customer service at all times.

The Benefits

• Competitive salary of up to £35,000 (dependent on experience)
• Quarterly bonus payment
• Office based role with flexibility over working pattern.
• Annual holiday entitlement of 25 days
• Employer pension contribution
• Death in service Cover
• Income Protection cover
• Cycle to work scheme.
• Quarterly staff reward scheme
• Christmas party, summer day out as well as other social events.

Apply now if you are interested!