IFA Administrator

Blakemore Recruitment; Swanley; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well established IFA firm in Swanley seeks an IFA Administrator for a full-time position. This role involves issuing letters of authorities, providing technical and administrative support, and processing new business applications. Candidates should have experience in a Wealth Management environment, possess excellent IT and communication skills, and be confident in dealing with third parties. This fast-paced environment offers the chance to thrive in a supportive team setting.

Qualifications

• Experience as an Administrator at an IFA or within a Wealth Management environment is required.
• Must have excellent IT and communication skills, and be highly organized.
• Ability to work with minimal supervision and make decisions.

Responsibilities

• Issuing letters of authorities (LOAs) to providers and writing basic Suitability Letters.
• Providing technical and administrative support to clients.
• Telephone liaison with Administration Centres and Paraplanners.
• Completing illustrations and applications for new business.
• Processing new business applications in a timely manner.

Skills

Excellent IT skills

Strong communication skills

Organizational skills

Confidence in dealing with third parties

Job description

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We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent basis.

The Role:

• Issuing letter of authorities (LOAs) to providers and learning to write basic Suitability Letters
• Providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients.
• Telephone liaison with Administration Centres and Paraplanners, chasing financial institutions to provide requested information
• Completing illustrations and applications for new business
• Processing New Business applications and chasing through to completion.
• Tasks must be completed within a timely manner

Are you;

• Someone who has worked as an Administrator at an IFA or within a Wealth Management environment?
• Someone who has excellent IT and communication skills, are you highly organised and can make decisions?
• Someone who is confident in dealing with third parties and can work with total discretion?
• Someone who is a self starter and able to work with little or no supervision?

Then this could be the perfect opportunity for you.

If you are interested, please get in touch.