Experienced Ifa Administrator

Role purpose

We are seeking an IFA Administrator with at least 2 years experience. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.

Responsibilities

• Provide administrative support to Advisers and Paraplanners.
• Input and maintain data on the Company’s back office system.
• Update and manage a diary system, taking action when required.
• Format and prepare letters and documents.
• Support Advisers in managing their pipeline and portfolio of existing business.
• Communicate with Life Offices and Investment Houses when requesting information.
• Prepare files for compliance checking.
• Undertake filing, photocopy and scanning duties when required.
• Maintain client records using the Intelligent Office system.
• Keep up to date with all relevant product, legislative and technical changes.
• Submit new business.
• Manage client reviews, including preparing client valuations.
• Prepare client reports - these may be in relation to pensions, investments Trustee Investment, IHT planning and other associated financial planning requirements.
• Review products available to meeting client needs and make appropriate recommendations.
• Develop productive working relationships with colleagues and clients throughout the financial services environment.
• Act ethically, impartially, and always in the best interests of clients.
• Follow the internal IEP processes and procedures.
• Ensure compliance adherence with the FCA regulatory and legislative requirements.
• Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
• Act in accordance with the terms and conditions your employment contract.

These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.

• Salary £20,000-30,000pa._
• Please note: Salary will be based on experience and qualifications._

Pay: £20,000.00-£30,000.00 per year

Benefits :

• Company pension
• Free flu jabs
• Life insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Yearly bonus

Ability to commute/relocate:

• Hove: reliably commute or plan to relocate before starting work (required)

Experience :

• IFA Administration: 2 years (required)

Work Location: In person

Reference ID: IFA Administrator