IFA Administrator

Taylor James Professional Recruitment; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment firm in the United Kingdom is seeking an experienced IFA Administrator to join their team on a permanent basis. You will be involved in processing applications, liaising with clients, and maintaining accurate financial records. The role offers a starting salary of up to £31,000 with bonus and encourages a strong working culture with home working options and structured career progression.

Benefits

Starting basic salary of up to GBP31,000 + bonus

Home working

25 days holiday

Full study support

Structured career progression

DIS

Qualifications

• Essential IFA/financial planning administration experience required.
• Understanding of provider platforms necessary.
• Must be highly organised.

Responsibilities

• Process new business applications across key financial products.
• Submit transaction & trade requests including fund switches.
• Act as a key point of contact for financial planners & clients.

Skills

IFA/financial planning administration experience

Knowledge of provider platforms

Highly organised

Job description

Overview

Our award winning York based client are looking to appoint an IFA Administrator to join their team on a permanent basis.

You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.

Duties & responsibilities

• Processing new business applications across the key financial products
• Submitting transaction & trade requests including fund switches on and off platform
• Obtaining illustrations & product literature
• Acquiring client portfolio valuations
• Preparation of annual review packs for client meetings
• Acting as a key point of contact for financial planners & clients
• Liaising with product providers
• Actioning LOAs
• Maintaining an accurate record of the Client's financial situation

The candidate

• IFA/ financial planning administration experience (essential)
• Knowledge of provider platforms
• Highly organised

What's on offer

• Starting basic salary of up to GBP31,000 + bonus
• Home working
• 25 days holiday
• Full study support inclusive of training courses
• Structured career progression
• DIS

Please submit the latest version of your CV to be considered for this opportunity.