IFA Administrator

IFA Administrator \- Colchester, Essex

The rewards

• £30,000 \- £33,500 per annum depending on experience


• 23 days holiday plus bank holidays (increasing to 25 days after 5 years)


• Office closure over Christmas


• Death in Service policy


• Income Protection


• Workplace pension scheme


• Parking costs covered or space provided where available

• Monday to Friday, 8:30am to 5:00pm

• Processing new business applications for both new and existing clients


• Managing pension and ISA transfers from initiation through to completion


• Handling trust applications and inheritance tax planning cases


• Processing tax wrapper switches and withdrawals


• Setting up investment income and pension income


• Managing Letters of Authority and annuity applications


• Submitting applications and ensuring accurate completion across all systems


• Tracking cases and providing updates through to completion


• Liaising with providers and clients to resolve queries


• Using Intelliflo as the core CRM/database system


• Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter


• Processing fund withdrawals and coordinating payments to clients

• Minimum of 2 years' experience within an IFA firm — essential


• Strong background in new business processing across a variety of financial products


• Experience handling cases from start to finish


• Excellent attention to detail and organisational skills


• Strong communication and relationship\-building abilities


• Team player who thrives in a collaborative, friendly environment

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