IFA Administrator
Medway, Kent
£25,000-£28.000
Friendly, growing IFA business with a fantastic attitude for their high standards towards clients and their team are looking for an experienced IFA Administrator due to business growth.
Duties include:
- Working closely alongside Financial Advisers and Paraplanners
- Preparing meeting packs for the advisers
- New business processing, life, pensions and investments
- Some group scheme administration
- Keeping their back-office system to date, Intelligent Office
- Using various provider platforms each day
- Liaising with providers, handling client enquires
- Valuations and reports
- Ensuring administration and compliance is completed to a high standard, ensuring compliance is adhered to
Person criteria:
- Friendly, cheerful personality
- Professional telephone manner
- IFA administration experience, somebody with experience of working with various platforms
- Good attention to detail
- Inquisitive, asks questions, keen to complete tasks to a high standard
- Comfortable with compliance/FCA regulations
- Team player, passionate about pursuing career within financial services
Additional information:
- 100% office based, Medway
- Monday-Friday, 8.45-5.30pm
- Salary range: £25-28,000
- Quarterly bonus, up to £2000 per annum
- Parking on site
- Company pension (3%)
- 20 days holiday, rising to 25 + extra leave at Christmas
- Full support given for professional qualifications (Level 4 Diploma in financial planning)