IFA Administrator

  • Location:

    West Sussex, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    Samuel Moss

  • Contact email:

    Samuel.moss@search.co.uk

  • Job ref:

    Req/549791

  • Published:

    6 months ago

  • Expiry date:

    2020-02-27

  • Start date:

    28/01/2020 10:29:53

IFA Administrator, West Sussex, circa £25k + excellent benefits package

The Company:

This is a fantastic opportunity for an up and coming Financial Planning professional to join a leading firm of Chartered Financial Planners in their West Sussex office. Offering a clear career path and structured development, this opportunity is suited to an ambitious individual with 1-2 years of IFA Administration experience looking to take the next step in their career, and join a fantastic business that will enable the successful applicant to realise their long term career goals.

Role Purpose:

To provide administration support for Chartered Financial Advisers. The role will include processing applications, servicing clients and supporting IFAs.

Key Responsibilities:

* Dealing with post, scanning, photocopying, filing and emails
* Taking telephone enquiries and making appointments for advisers
* Receiving visitors
* Set up new contracts & process applications in line with FCA regulations
* Prepare and send letters of authority and obtaining policy information for research
* Input and update client data and manage daily activities on Enable (internal CRM system)
* Prepare business packs for Advisors
* Upload and submit compliance documentation
* Mail Merges eg ISA allowance letters / transfer letters to clients
* Other general admin duties as and when required
* Report Binding
* Spreadsheets

Annual Client Reviews:


* Updating client valuations
* Inputting risk questionnaires
* Generating client reports and binding them for presentation
* Diarising annual reviews and making appointments

Qualifications and Skills:


* Minimum of 12 months Administration experience within Financial services
* Experience of Fact Find and Risk profiles would be advantageous
* R01, FA1, FA2 Qualified, or looking to qualify an advantage
* Excellent attention to detail, accuracy and organisational skills
* Good telephone manner
* Good excel skills

Personal Characteristics:


* Motivated
* Able to use initiative
* Willing to learn
* Team player

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.