IFA Administrator

IFA Administrator - Crawley, South East England

Ref: 1510Thursday 11 April 2024

We are currently seeking a Senior IFA  Administrator to join a dynamic IFA firm directly authorised by the FCA.  As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. 

Salary on offer to join their IFA Administration team is up to £35,000

Benefits Pension scheme, new members on 4%  matched.  Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines

They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day.

 

Your responsibilities will include:

 

  • Onboarding: Providing comprehensive administrative support for the onboarding of new clients.
  • Data management: Maintaining and updating client data in a secure environment.
  • Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models.
  • Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales.
  • Relationship building: Liaising with clients through telephone, letter, and email communications.
  • Proposition delivery: Delivering service propositions within agreed service levels and timescales.
  • Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process.

 

To be Considered:

  • Have experience of working experience of Pensions or Investments products.
  • Demonstrate strong problem-solving skills
  • Ability to build relationships

 

If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply

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