IFA Administrator

JR United Kingdom; Taunton; On-site; GBP 32,000 - 38,000; Full time

Job summary

A growing IFA/Wealth Management firm based in Taunton seeks an experienced IFA Administrator. This role involves providing comprehensive administrative support to Financial Advisers and Paraplanners, with opportunities for career development within a supportive team during a period of significant growth.

Qualifications

• Background in IFA is required.
• Eager to further career.
• Excellent administrative and time management skills.

Responsibilities

• Conduct client reviews.
• Process new business.
• Prepare compliance/provider documentation.
• Handle fund switches and plan withdrawals.

Skills

Administrative skills

Time management

Confidence in using Intelligent Office

Tools

Intelligent Office

Job description

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Position: IFA Administrator

Location: Onsite Taunton (5 days per week) - in time will become hybrid

Salary: Up to £38K + Benefits

A growing IFA/Wealth Management firm based in Taunton is seeking an experienced IFA Administrator to join their ambitious team. This is a fantastic opportunity for someone looking to develop their career within a well-known company during a period of exciting growth and change.

You will collaborate with Financial Advisers and Paraplanners to process new and existing business, providing comprehensive administrative support in line with the firm's processes and FCA regulations.

Key Responsibilities:

1. Client Reviews
2. Processing of new business
3. Preparation of compliance/provider documentation
4. Fund switches
5. Plan withdrawals
6. Obtaining fund values from providers

The ideal candidate will have a background in IFA, be eager to further their career, and possess excellent administrative and time management skills. Confidence in using Intelligent Office is essential.

If you are seeking a new career opportunity within IFA and want to join a collaborative, supportive company that will help progress your career, please apply directly to this advert.