IFA Administrator

Howett Thorpe; England; On-site; GBP 28,000 - 34,000; Full time

Job summary

A reputable wealth management firm is seeking an experienced IFA Administrator to join their Guildford team. In this full-time role, you'll work closely with Financial Planners to deliver excellent client service, maintain records, and handle account applications. Ideal candidates will possess strong IT and communication skills and have prior experience in a similar role. This opportunity offers a supportive environment with excellent prospects for career progression.

Benefits

25 days holiday plus bank holidays

35 hour working week

Car parking onsite

Pension scheme

Qualifications

• Previous experience in a similar position.

Responsibilities

• Communicate effectively with clients and partners.
• Maintain back-office systems and client records.
• Prepare documentation, valuations, and reports for client meetings.
• Process account applications and manage client requests.

Skills

Strong IT skills

Good communication skills

Experience using industry related tools

Job description

This established, wealth management firm based in Guildford are seeking an IFA Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services.

Job Title: IFA Administrator

Job Type: Permanent, full time

Location: Guildford, Surrey

Salary: £28,000 - £34,000 per annum

Reference no: 15963

IFA Administrator Benefits

• 25 days holiday plus bank holidays
• 35 hour working week
• Car parking onsite
• Pension scheme

IFA Administrator About The Role

In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be:

• Working closely with Financial Planners & Paraplanners to deliver excellent client service.
• A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro-actively.
• Maintaining back-office systems and client records.
• Processing all business in line with processes and procedures, collating AML documentation as required.
• Prepare documentation, valuations, and reports for client meetings.
• Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.
• Liaise with product providers and third parties to obtain information and manage client requests.
• Handle incoming and outgoing post, manage emails and respond to client queries.

The successful IFA Administrator will have:

• Previous experience in a similar position
• Experience using industry related tools
• Strong IT skills
• Good communication skills

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.