IFA Administrator

JR United Kingdom; Bath; On-site; GBP 32,000 - 38,000; Full time

Job summary

A growing IFA/Wealth Management firm in Taunton is seeking an experienced IFA Administrator. This role involves processing new business, client reviews, and ensuring compliance with FCA regulations. Offering a competitive salary up to £38,000 plus benefits, it's an excellent opportunity for career advancement within a supportive team.

Qualifications

• Background in IFA required.
• Proficient in administrative tasks with excellent time management skills.
• Experience with Intelligent Office is essential.

Responsibilities

• Collaborate with Financial Advisers and Paraplanners.
• Process new and existing business, providing administrative support.
• Preparation of compliance and provider documentation.

Skills

Administrative tasks

Time management

Attention to detail

Tools

Intelligent Office

Job description

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Onsite Taunton 5 days per week - in time will become hybrid.

Up to £38K + Benefits

A growing IFA/Wealth Management firm based in Taunton is seeking an experienced IFA Administrator, paying up to £38,000 plus bonus and benefits, to join their ambitious team.

This is an exciting opportunity for someone looking to join a well-known company during a period of growth and change!

You will collaborate with Financial Advisers and Paraplanners to process new and existing business, providing full administrative support in line with the firm's processes and FCA regulations.

The main duties include:

1. Client Reviews
2. Processing of new business
3. Preparation of Compliance/Provider documentation
4. Fund Switches
5. Plan Withdrawals
6. Obtaining fund values from Providers

The ideal candidate will have an IFA background and be eager to advance their career in this industry. You should be proficient in administrative tasks, possess excellent time management skills, and have a keen eye for detail. Experience with Intelligent Office is essential, and you should be confident using it.

If you are seeking a new career in IFA and wish to join a collaborative and supportive company that promotes career progression, please apply directly to this advert.