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IFA Administrator

Location: GOMSHALL, SURREY, UNITED KINGDOM Salary: 23,000-25,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-277246

My client is a successful wealth management practice with qualified, experienced consultants, whose main focus is to ensure a smooth running of a long term investment.

My client is seeking for an experienced, ambitious IFA Administrator. The ideal candidate will come from an experienced administrative background in Financial Services.

Onsite parking is available at the location

 

Duties as Followed:

Provide administrative support to the advisers and paraplanners. 

Manage the administration workflow

Implement and review processes

Maintain up to date client records and data using our back-office database, Intelliflo

Obtain plan information from providers

Process and track new business applications

Liaise with clients and providers

 

Skills / Experience Required:

Previous experience in an IFA environment or similar financial background is essential as is working on investment platforms (eg Standard Life Wrap, Elevate)

Interpersonal - team working and communicating with clients remotely

Ability to prioritise

Computer literate – Outlook, Word, Excel

 

 

This is an excellent opportunity for an experienced IFA Administrator to join a successful Wealth Management Practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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