IFA Administrator

BP Sanders & Co Limited
26000.00 - 30000.00 GBP Annual
27 May 2021
15 Jun 2021
Contract Type
Full Time

An exciting opportunity has arisen to join us as an IFA Administrator to support our advisers deliver an exceptional service to our clients. We are a well established IFA practice looking to expand our busy support team further.

As an IFA Administrator, you will be working within a supportive and experienced team of support staff who cover all areas of Pensions, Investments, Mortgages and Protection.

Personal development & full study support for CII Financial Planning exams is available.

Within the role you will be responsible for:

  • Maintaining client data on our back-office system
  • Processing new business, which includes anti-money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate
  • Processing fund switches and withdrawals
  • Sending Letters of Authority (LOA) and following up with the providers
  • Assisting colleagues with their administration and dealing with telephone and postal queries
  • Preparing for client meetings, obtaining valuations and conducting research
  • Scanning documents onto back office-system when required
  • General administrative tasks such as filing, photocopying and collating information

Experience/Skills Required: For this IFA Administrator role you must have worked recently within IFA administration/support, you must be an excellent communicator with strong organisational skills. A strong work ethic is vital and as team dynamics are important, a positive, enthusiastic outlook will be key.

We offer a great basic salary, Pension, Life Cover, 25 days annual leave (plus bank holidays), Holiday Purchase Scheme and the opportunity to work from home.