The role
An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking. Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard. The position is fully office based.
Typical responsibilities
- General administration support for the Financial Advisers
- Inputting and maintaining the back-office system
- Ensuring client files are kept up to date and meet Compliance standards
- Preparing Illustrations, key features and application forms
- Processing new business, placing trades, submitting pension and investment transfers
- Preparing letters of authority,
- Contacting Providers and liaising with clients
- Preparing valuations and performance reports
- Preparing client reviews
- Compile client meeting packs
What we offer
- Salary up to £35,000 (dependent upon experience)
- 25 days holiday plus bank holidays
- Pension, discretionary annual bonus
- Death in service
- Support with career development and qualifications
- Sociable and professional office environment
- Free parking
Ideal candidate
- Must have a minimum of 2 years' experience working for an IFA
- Excellent attention to detail
- Conscientious and diligent
- Preferred experience with Intelligent Office and Wrap Platforms
- Working knowledge of Word and Excel
- Aware of applicable legislation, guidance and best practice
- Excellent command of English, both verbal and in writing
- Team player
- Punctual, polite and well presented