IFA Administrator
Job Role: IFA Administrator
Salary: £27,000 – £35,000 per annum +Bonus (dependent on experience and qualifications)
Location: Chester
Reference Number: 10377
Are you an IFA Administrator looking to join a growing financial planning firm, offering a competitive salary and a clear route for progression?
I have an excellent opportunity for a highly organised individual with previous experience within the financial advice industry to become part of a supportive and collaborative team environment.
The Role - IFA Administrator
The successful candidate will provide comprehensive administrative support to advisers and paraplanners, ensuring the smooth and efficient processing of client business.
Key Responsibilities – IFA Administrator
- Liaising with and supporting advisers and paraplanners
- Administering new business for investments, pensions, and protection
- Updating systems, preparing valuations, and annual review documentation
- Communicating with clients and providers via telephone, email, and post
- Processing new business applications
- Chasing outstanding items and documentation
- Handling client queries professionally and efficiently
- Preparing client files for meetings
- Researching investment fund performance
- Typing letters and reports
Skills & Experience Required – IFA Administrator
Essential
- Knowledge of the financial advice industry
- Strong written and verbal communication skills
- Excellent organisational and time management skills
- Proficiency in Microsoft Office
- Ability to work to deadlines and under pressure
- Experience using Wrap Platforms
- Knowledge of Xplan and FE Analytics
- Starting salary of up to £35,000 (Depending on experience)
- 21 days holiday plus bank holidays
- Holiday entitlement increases by 1 day per year up to 25 days
- Company pension scheme
- Annual discretionary bonus
- Cycle to Work scheme
- Support and encouragement for CII examinations and ongoing professional development
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