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Position: IFA Administrator
Location: Caterham, Surrey
Minimum Requirements: 2 years+ IFA administration experience; 1st Software experience; XPlan experience ideal but not essential
Salary/package: Up to £32,000
YOUR NEW COMPANY
Our client is a Top 20 Chartered Financial Planner & Employee Benefits firm, based in Caterham, Surrey. Due to expansion, this award-winning business has a requirement for a new IFA Administrator to join it's growing Private Client division.
THE ROLE
Reporting to the Support Team Leader, the IFA Administrator's key duties will include:
- Assist the Adviser and paraplanning team with client research
- Provide the Adviser with support on pre and post sale work
- Check all applications and supporting paperwork and process these via product providers
- Manage the fee/commission expectations on the back office system for the clients being managed by the Adviser you're supporting
- To assist Advisers with diary management and appointments
REQUIREMENTS
Candidates interested in the IFA Administrator vacancy will have the following criteria:
- At least 2 years' IFA administration experience
- 1st Software experience
- XPlan experience a bonus but not essential
REMUNERATION / PACKAGE
The package for the IFA Administration vacancy is as follows:
- Up to £32,000 salary
- Annual bonus
- Large pension
- Healthcare
- Study support
- 23 days' annual leave (rising to 25)
- Various other bonuses
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.
