IFA Administrator

London (Greater)
£25,000 - £30,000 depending on experience Full time
08 Nov 2016
06 Dec 2016
Contract Type
Full Time

IFA Administrator
Location: London
Salary: £25,000 - £30,000 depending on experience

Full time

We require an IFA Administrator to join our growing team of administrators and paraplanners. This is an excellent opportunity to join a successful, established firm of IFAs and Employee Benefit Consultants based in Central London.

The successful candidate must be a real team player ready to work with a number of talented individuals.

Typical administration duties will include:

  • Processing new business
  • Preparing meeting packs
  • Request and obtain application forms and other associated paperwork
  • Request and obtain all necessary information from providers
  • Undertake research to allow paraplanners and advisers to identify suitable solutions to meet client needs
  • Processing client and adviser investment instructions via platforms
  • Ensure appropriate data is accurately recorded on Company back-office system(s)

This is a broad role with varied tasks that will provide both a challenge and insight into the technical elements of financial planning as well as employee benefits.

The ideal candidate will have:

  • Previous relevant administration experience either for a product provider or an IFA practice
  • Ability to work within defined business processes to achieve agreed outcomes without supervision
  • Polite and confident communicator, both face to face and over the telephone and email
  • A positive and proactive approach to work and a desire to help the wider team
  • Present a professional image in all client dealings
  • Strong IT skills
  • An assertive "can do" approach to dealing with product providers
  • Honest with strong ethics

The environment is fun but hard working and recognises the value of dedicated and pro-active people who play their part in the team.

If you feel that you have the necessary skills and experience then please send your cv by return.