IFA Administrator

Job Details

Reference ID 1894
Vacancy Location North Somerset
Job sector
Job type
Remuneration Salary of £28,000 - £38,000 depending on experience


This IFA Administrator job in
North Somerset provides opportunity to join a quality, Chartered Financial
Planning firm.

You will be joining their head
office support staff team including Paraplanners IFA Administrators, who
provide quality support to their team of Chartered Financial Planners.

As an IFA Administrator, your
duties will include:

  • Input data onto the customer back office system and manage client
    records to keep them up to date
  • Ensure all compliance paperwork is completed
  • Prepare application forms and paperwork required for the advice
  • Process and manage standard and more complex new business and
    servicing through to completion
  • Chase progress of applications and inform the Financial Advisers
    should any issues arise
  • Process any servicing changes to clients’ investments
  • Prepare client portfolio valuations and review documents
  • Hold regular meetings with your Paraplanners and Financial Adviser
    to discuss ongoing and upcoming cases

IFA Administrator Requirements

  • You should have experience within a financial planning firm and
    have supported Financial Advisers
  • You should have knowledge of financial planning products and the
    client process
  • You must have excellent numeracy and literacy skills (GCSE grades A
    – C or 4 – 9)
  • You must be competent using Microsoft Office products and industry

The Company

Our client has been established
for over 40 years, providing Wealth Management, Financial Planning and DFM
services to c600 clients. They have £400m FuM and have plans to continue

IFA Administrator Benefits

  • Salary of £28,000 – £38,000 depending on experience
  • Plus company benefits available immediately include group life
    cover, group income protection
  • Upon completion of probation, private medical insurance, health
    cash plan, cycle to work scheme, workplace pension with employer
    contribution of up to 5% of your salary provided this is matched by you
  • Hybrid based role with up to 2 days from home (may require
    additional days in the office during probation period)
  • Typical working hours of Monday to Friday, 9am to 5:30pm with 1
    hour for lunch
  • 25 days annual leave (rising up to 30 days) plus bank holiday, plus
    1 day’s birthday leave and 1 day for charity / community work each year


North Somerset

Call us now on 0208 0044 154 or click Apply

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