IFA Administrator

Optima Recruitment Limited; Farnham; Hybrid; GBP 31,000 - 36,000; Full time

Benefits offered by this job

Hybrid work pattern

25 days annual leave

Pension with employer contributions

Parking

Job summary

Optima Recruitment Limited is seeking an IFA Administrator in Farnham to support IFA practices with pensions and investment cases. You will liaise with clients, consultants and providers to ensure an efficient service and keep the Intelliflo system up to date.

The role offers hybrid working (office-based 3 days, home 2 days), 25 days annual leave plus a birthday day, and a pension with employer contributions. DOE salary extends to £31,000–£36,000.

Qualifications

• Experience of administering financial planning products.
• Knowledge of back-office processes and client management systems.
• Ability to prioritise workload and manage multiple tasks.

Responsibilities

• New business processing of pensions and investment cases.
• Liaising with financial consultants, paraplanners and providers.
• Keeping Intelliflo up to date.
• Diary keeping and file preparation for reviews.

Skills

IFA administration

Financial products admin

Prioritisation

Intelligent Office

Attention to detail

Professional communication

Education

CII Certificate in Financial Administration

Relevant industry qualification

Tools

Intelliflo/Intelligent Office

Job description

IFA Administrator

Well established, successful, professional and friendly IFA practice is looking for an additional team member to provide support to IFA's with their ongoing business and liaising directly with clients, IFA's and providers to ensure an efficient service.

Benefits and Working Conditions

• £31,000 - £36,000 (DOE)
• Professional Study Support
• Hybrid, role 3 days office, 2 days home (100% office based during probationary period, 6 months)
• 25 days of annual leave
• Farnham
• Parking

Job Description

• New business processing of pensions and investment cases
• Liaising with financial consultants, paraplanners, providers etc;
• Keeping the back-office system, Intelliflo up to date
• Task management.
• Preparing files for Annual Review meetings
• Compilation of Annual Review Suitability Letters for review by IFA's
• Day-to-day administration tasks, which will include change of address, change of name and deceased account processing.
• Diary keeping, preparing files for meetings

Person Specification

• Previous IFA administration experience.
• Experience of administering financial planning products.
• Demonstratable prioritisation and organisational skills.
• A working knowledge of Intelligent Office (IO) or similar client management systems is desirable.
• Strong attention to detail
• You will ideally have or be working towards a qualification relevant to the Financial Planning industry. Such as CII Certificate in Financial Administration, or equivalent.

Additional Information

• Monday - Friday 9-5.30
• 25 days of annual leave plus an extra day off in your birthday month to help you enjoy your celebrations.
• Death In Service.
• Defined contribution pension scheme, featuring Employer Contributions on your total income rather than qualifying earnings.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer