IFA Administrator

Job Details

Reference ID 1769
Vacancy Location Swanley
Job sector
Job type
Remuneration Salary of £35,000 to £40,000 depending on experience

Description

This hybrid, IFA Administrator job in Swanley is ideal for current IFA
Administrators keen to join a growing company which has exciting plans ahead!

You would be providing financial planning administration support to
their team of Financial Advisors, who provide holistic financial planning to
clients. The business values the role you play and recognises your worth in
helping the whole team to deliver a quality service.

As an IFA Administrator, you will be focused on undertaking efficient
administrative support. Your responsibilities will include:

  • Processing
    and chasing new business
  • Obtaining
    illustrations, projections and valuations
  • Answering
    and assisting with client queries
  • Accurately
    update and maintain information on their back office system
  • Prepare
    documents for suitability reports
  • Liaise
    with clients and providers
  • Prepare
    client meeting packs

The business has a strong focus on allowing their individuals to grow
and develop and would openly support your progression. Due to their growing
scale and people focus, they are open minded to support your development into
whichever area you desire, whether that is into paraplanning, advice,
compliance, management etc.  

IFA Administrator Requirements

  • You
    should have experience as an Administrator within a financial planning
    firm
  • You
    should have good knowledge of financial planning processes and how a
    Financial Advisor operates
  • You
    should be motivated by the prospect of joining a growing business and the
    exciting change this brings

The Company

This growing IFA firm is led by highly respected names within the
industry, accompanied with the backing of a private equity firm. They are
currently on a rapid growth phase of the business, with already £4.5bn of AuM,
which will continue to grow. They openly recognise to achieve such success is
dependent on having the right people in the business, as such they are looking
to build a strong team of passionate and skilled team members.

IFA Administrator Benefits

  • Salary of
    £35,000 – £40,000
  • Plus
    company benefits including 4x DIS, PMI, Group Income Protection, Employee
    Assistance programme, medicash, 5% pension (company matched up to 10%),
    discretionary bonus of 10% and 24 days holiday + bank holidays, rising up
    to 30 days
  • Hybrid
    working with 60/40 split of office and home working
  • 37.5
    hours per week
  • Excellent
    career progression, with individual development plans shaped around your
    desired career path

Locations

Swanley

Call us now on 0208 0044 154 or click Apply

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