IFA Administrator

IFA Administrator

Medway, Kent

£25,000-£28.000

Friendly, growing IFA business with a fantastic attitude for their high standards towards clients and their team are looking for an experienced IFA Administrator due to business growth.

Duties include:

• Working closely alongside Financial Advisers and Paraplanners
• Preparing meeting packs for the advisers
• New business processing, life, pensions and investments
• Some group scheme administration
• Keeping their back-office system to date, Intelligent Office
• Using various provider platforms each day
• Liaising with providers, handling client enquires
• Valuations and reports
• Ensuring administration and compliance is completed to a high standard, ensuring compliance is adhered to

Person criteria:

• Friendly, cheerful personality
• Professional telephone manner
• IFA administration experience, somebody with experience of working with various platforms
• Good attention to detail
• Inquisitive, asks questions, keen to complete tasks to a high standard
• Comfortable with compliance/FCA regulations
• Team player, passionate about pursuing career within financial services

Additional information:

• 100% office based, Medway
• Monday-Friday, 8.45-5.30pm
• Salary range: £25-28,000
• Quarterly bonus, up to £2000 per annum
• Parking on site
• Company pension (3%)
• 20 days holiday, rising to 25 + extra leave at Christmas
• Full support given for professional qualifications (Level 4 Diploma in financial planning)