IFA Administrator

www.topfinancialjobs.co.uk - Jobboard; Taunton; On-site; GBP 32,000 - 38,000; Full time

Job summary

A growing IFA/Wealth Management firm in Taunton is looking for an experienced IFA Administrator. The role offers a competitive salary of up to £38,000 plus benefits, and requires collaboration with Financial Advisers through various administrative tasks. Candidates should have Intelligent Office experience and a strong background in IFA.

Qualifications

• Experience in an IFA role is essential.
• Strong administrative skills and ability to handle client queries.
• Must be detail-oriented and proficient in Intelligent Office.

Responsibilities

• Collaborate with Financial Advisers and Paraplanners.
• Process new business and prepare compliance documentation.
• Handle client reviews, fund switches, and withdrawals.

Skills

Time Management

Attention to Detail

Administrative Proficiency

Tools

Intelligent Office

Job description

IFA Administrator

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 a seeking an experienced IFA Administrator, paying up to 38,000 plus bonus and benefits, to join their ambitious team.

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

You will be required to work in collaboration with Financial Advisers and Paraplanners to process new and existing business, while also providing full administrative support in accordance with the firms administrative processes and FCA Regulations.

Duties will include the following

• Client Reviews
• Processing of new business
• Preparation of Compliance/ Provider documentation
• Fund Switches
• Plan Withdrawals
• Obtaining fund values from Providers
• Answering client queries

The ideal candidate come from an IFA background and will be looking to further their career in this industry. You will be proficient in administrative tasks, possess excellent time management skills, and have a keen eye for detail. You must have used Intelligent Office experience and be confident using it.

If you are looking for a new career within IFA and would like to join a collaborative and supportive company that will progress your career. Then please do apply directly to the advert.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.