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An established IFA firm based in the Tunbridge Wells area is looking for Financial Services/Mortgage Administrators to join our small team. The role is to provide support to a successful Financial Adviser, who specialises in Pensions, Estate Planning, Protection, Investments & Mortgages.
The ideal candidate should have at least 1 year of experience working in an IFA or mortgage broking business
IFA Administrator Responsibilities
- Preparing cases for paraplanning & liaising with paraplanners to enable production of accurate suitability reports.
- Processing new business, including pension transfers, life cover applications & mortgages
- Chasing providers.
- Maintaining client records and building excellent relationships with both clients and providers.
- Liaising with the financial advisor to ensure that all agreed actions following client meetings have been followed up on.
- Managing and monitoring the client's annual review process.
The ideal candidate will need to have knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential.
IFA Administrator Requirements
- Well organised & adaptable. Be able to prioritise multiple tasks.
- Empathetic.
- Have excellent communication skills – both written and verbal.
- General IT skills in Microsoft Word & Excel and have an understanding of back office CRM systems.
- Excellent attention to detail.
The role is fundamentally office-based support, but we will consider some working from home or flexible working for the right candidate.
IFA Administrator Benefits
- Salary level dependent on experience.
- 20 days holiday per year plus Bank Holidays
- Performance-related bonus paid annually
- Death in service
- Pension
- Benenden Health Plan
Apply today!
