Senior IFA Administrator

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  • Contact:

    John Keane2

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  • Published:

    12 days ago

  • Expiry date:


  • Start date:

    10/09/2020 09:44:07

A fantastic opportunity has arisen for someone with Senior Admin experience living in the Surrey area. A major Wealth Management company is looking for a Senior Administrator to join their highly successful and productive team in Surrey.

This is a great chance to become an integral part of a team of top-flight advisory and support admin staff. The job commands a generous salary plus a comprehensive employee benefits package.

To provide a snapshot of what this Admin role involves, if you were currently up and running in this position, these are some things you would have done last week:

Processed new business for individual and corporate clients
Used your extensive knowledge of investment bonds, ISAs, venture capital trusts, pensions, private medical insurance and life-related business in your everyday work
Spent several hours on the telephone informing, helping and wooing clients

To apply, you will need to be highly experienced in wealth management or employee benefits, Pensions and Benefits qualified, and with a background in FCA-based financial services amounting to at least five years.

Qualified to Diploma status or working towards it, the successful applicant needs to be extremely competent using IRESS AO product (formerly 1st software), especially the fee reconciliation side of the software, which will be an essential part to this role. Do you have excellent numeracy skills and be a proficient user of Excel?

In return for your Senior Admin skills and expertise, you will receive:

PMI, IP, DIS and annual bonuses, both discretionary and performance-related
22 days' holiday plus one day for each year of service to a maximum of 25

To apply for this Senior Administrator financial services role in Surrey, Please contact us today.

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.