Position: IFA Administrator
Location: Horsham, West Sussex
Minimum Requirements: Pensions and investments experience required; Intelligent Office experience preferred; FA2, RO1 or CF1 ideal but not essential; Live a commutable distance from Horsham
Salary/package: Up to £32,000 + annual bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits
YOUR NEW COMPANY
Our client is a successful, award-winning UK-wide IFA network with head quarters based in West Sussex. The company has significant plans to grow over the next 12 months and has an urgent requirement for 3 x IFA Administrators to join its rapidly-expanding Administration team in Horsham. The positions allow for hybrid working, with up to 2 days' per week working from home.
THE ROLE
Reporting to the firm's Operations Manager, the IFA Administrator's key duties will include:
- All advisers supply a full compliant file to the administration team before processing any new business
- All clients must be entered onto the back office system
- Submit pension and investments to providers on line (via providers website) or by post
- Chase providers on the progress of business in a timely and effective manner
- Update clients progress of workflow
- To prioritise workload to ensure deadlines are met
- Chase client authorities with insurance companies
- Ensure all documents held on client files are scanned to INVU or Intelligent Office
- Issue documents to clients including post sales letters and plan schedules
- Produce ongoing service reports for adviser's client meetings with all supporting documentation in a timely and effective manner
REQUIREMENTS:
Candidates interested in the IFA Administrator vacancy will have the following criteria:
- Pensions and investments experience required
- Intelligent Office back-office system experience preferred
- Relevant qualification such as FA2, RO1 or CF1 ideal but not essential
- Live a commutable distance from Horsham
REMUNERATION / PACKAGE
The package for the IFA Administrator vacancy is as follows:
- Salary of up to £32,000
- Annual bonus
- 25 days' annual leave
- Healthcare
- Pension (5%, 5%)
- Study support
- Death in Service x 4
- Career progression
- Hybrid working available
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.