IFA Administrator

IFA Administrator


Financial Services

£23,000 - £26,000

M-F 37.5 (either 8.30-5 or 9-5.30), 25 days’ holiday plus stats, pension, DIS, free parking


·        To liaise and book appointments with existing and potential clients, maintaining a diary system for new business and annual reviews
·        To issue letters of authority, monitor and deal with responses
·        Obtain illustrations for new business across a range of products and providers
·        Format and prepare recommendation reports for posting, collating and pre-completing paperwork for client applications in a timely manner
·        Ensure completed applications are correct and submit new business both online and by post; monitor applications and deal with providers through to completion and payment of fees; deal with follow on work such as investing monies, payment of pension benefits, ad-hoc withdrawals, with a high degree of accuracy while updating and maintaining a back office system
·        Prepare client valuations and any necessary paperwork for client review; deal with any recommendations such as crystallisations, payment of benefits, fund switches, etc
·        Contact clients where recommendation reports have been issued to confirm accuracy of the report and a satisfactory experience
·        Dealing with both incoming and outgoing post; maintain an electronic filing system ensuring records are up-to-date and accurate
·        To deal with general client queries as required

Financial Services qualifications would be desirable, not essential

  • Must have excellent written and oral interpersonal skills; the ability to communicate effectively with colleagues, clients, potential clients and providers
  • Should be customer focused, detail orientated and conscientious with the ability to demonstrate a methodical, organised, flexible approach to work
  • Adheres to set deadlines and has the ability to work under pressure while managing multiple responsibilities and maintaining a high level of confidentiality and discretion
  • Experience of working in an IFA environment, dealing with new business
  • Should have a good understanding of financial products, especially pensions and knowledge of new business processing; experience of using Intelligent Office and Assureweb, would be preferred
  • Proficient in the use of IT systems and packages, in particular Microsoft Office
  • Must have GCSE (or equivalent) minimum grade C in English and Maths

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