Address
Form of work
Salary- Job Title/Location:IFA Administrator, West Sussex
- Salary: £25,000 - £32,000
- Hybrid: Once through training & settled, there is some WFH flexibility
- Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact
- Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance
The Company/Team: Our client is a fully independent, long established wealth management business, well respected on the South Coast. The team this role forms a part of consists of 8 people.
The Role: This is a varied role assisting with back office administration, including pre-sales related requests for illustration, application forms and fact sheets. You will help to process new business applications and deal with existing business-related enquiries. Your key responsibilities include:
- Producing client portfolio valuations from various investment providers
- Produce quotations, application forms & fund fact sheets for Advisors prior to client meeting
- Process new business applications by submitting to providers & updating client records
- Producing Letters of Authority for new clients to service policies
- Working on producing any Letters/Forms required for switches, encashments etc.
- Ensuring compliance requirements are met on all new business cases
- Weekly chasing of all new business cases and existing business enquiries
- Greeting clients in Reception & assisting with answering telephone enquiries
Skills/Experience Required: For this IFA Administrator role you must have previous administration experience gained within an IFA/Wealth management business. Experience with Intelligent Office would be very useful, as would previous exposure to the platforms mentioned above. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook.
Additional Information: The salary for the IFA Administrator role is up to £32,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route.
The IFA Administrator position 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, project/programme management, product managers, paraplanners, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
