IFA Administrator

Howett Thorpe; Guildford; On-site; GBP 30,000 - 40,000; Full time

Job summary

A wealth management firm in Guildford is looking for an IFA Administrator to join their growing team. The role involves working with Financial Planners and being the point of contact for clients, ensuring excellent service delivery. The ideal candidate will have previous experience in a similar position, strong IT skills, and good communication abilities. This role offers 25 days of holiday, a 35-hour work week, and opportunities for professional development.

Benefits

25 days holiday plus bank holidays

35 hour working week

Car parking onsite

Pension scheme

Qualifications

• Previous experience in a similar position.

Responsibilities

• Work with Financial Planners and Paraplanners to deliver excellent client service.
• Be a point of contact for clients.
• Maintain back-office systems and client records.
• Process account applications and manage client requests.

Skills

Strong IT skills

Good communication skills

Tools

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.

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