Are you an experienced IFA Administrator looking for a new challenge, in a smaller environment, where your efforts will be justly rewarded?

Due to internal promotion and increasing levels of business, our client in Teesside (North), has an immediate opportunity for an IFA Administrator, to join the paraplanning and small admin team. The team are inclusive and friendly, share and support each other and this professional business has a true ‘family’ feel. You’ll be encouraged to develop your career (if desired) and you’ll be proud to work with a team who excel in looking after their clients and providing a quality service.

Additionally, the benefits are great, including fabulous offices, team days, free parking and a generous annual bonus.

Responsibilities:
·        Liaising with advisers, clients and providers
·        Oversee administration and processing to completion
·        Obtain illustrations and ensure support material is available
·        Processing of commissions and payments
·        Complete online processing of business on provider portals
·        Check provider reports
·        Raise invoices
·        Enter and maintain client information on XPLAN system