IFA Administrator, GET STAFFED ONLINE RECRUITMENT LIMITED

Guardian Jobs; Gerrards Cross; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in Gerrards Cross is seeking an IFA Administrator to support their team. The ideal candidate will have at least 2 years’ experience in an IFA practice, demonstrating strong organizational skills and the ability to work independently. This full-time role offers a competitive salary and various benefits, including career progression opportunities and a workplace pension.

Benefits

Workplace pension (Aviva)

Westfield Health cash plan

Career progression and exam support

25 days holiday plus UK Bank Holidays

Qualifications

• Minimum 2 years’ experience at an IFA firm.
• Organized, conscientious, and eager to learn.
• High attention to detail and professionalism.

Responsibilities

• Gather and review documentation such as illustrations and application forms.
• Prepare for meetings by producing valuations and collecting necessary documentation.
• Respond to inquiries from clients and manage relationships with providers.

Skills

Organizational skills

Communication skills

Client-focused

Attention to detail

Tools

Microsoft Office

Intelliflo

Back-office systems

Job description

Join to apply for the IFA Administrator, GET STAFFED ONLINE RECRUITMENT LIMITED role at Guardian Jobs

Position Details

• Location: Gerrards Cross, Buckinghamshire SL9 8EB
• Position: Full-time (office based)
• Basic Salary: up to £30k pa (DOE)

Role Overview

Our client seeks an experienced, enthusiastic Administrator to support their team. The ideal candidate will take ownership of their responsibilities and assist advisers, paraplanners, and team members.

Candidate Profile

Looking for someone with at least 2 years’ experience in an IFA practice, capable of working independently, with a strong work ethic, and excellent organizational skills. Stability in employment history is preferred.

Key Responsibilities

1. Gather and review documentation such as illustrations, fund factsheets, and application forms.
2. Prepare for meetings by producing valuations and collecting necessary documentation.
3. Complete product applications, trust documents, and submit new business.
4. Monitor applications and fees, issue client documentation, and perform electronic ID checks.
5. Update client records and policy information accurately.
6. Respond to inquiries from clients, colleagues, and providers.
7. Manage relationships with providers and handle fee and commission queries.
8. Produce client valuation reports and manage policy information updates.
9. Handle encashment and withdrawal requests and maintain internal logs.
10. Manage diary and provide cover for team members in their absence.

Requirements & Skills

• Minimum 2 years’ experience at an IFA firm.
• Organized, conscientious, and eager to learn.
• Proficient in Microsoft Office, Intelliflo, and back-office systems.
• Excellent communication skills.
• Client-focused with good industry knowledge.
• High attention to detail and professionalism.

Benefits

• Competitive salary (dependent on experience)
• Workplace pension (Aviva)
• Westfield Health cash plan
• Career progression and exam support
• 25 days holiday plus UK Bank Holidays and Christmas/New Year time off

About the Company

Established in 1983, based in Gerrards Cross, serving clients across the UK with a client-centric, independent approach. They promote diversity, wellbeing, and inclusive culture. No agencies, please.