IFA Administrator - Hybrid Role with Career Growth

Talent Finder

Weybridge

Hybrid

GBP 30,000 - 35,000

Full time

4 days ago

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Benefits offered by this job

Salary 30k-35k

Christmas closure

Employer pension 5% min 3%

Death in service 4x salary

Critical illness £50k

Hybrid working

Training support

Career progression

Job summary

An IFA Administrator role in Weybridge, hybrid working arrangement, offers the opportunity to support financial advisers with client administration, valuations and new business processing. This newly created position is ideal for someone looking to develop within the financial services sector and progress to adviser roles.

Responsibilities include preparing client valuation reports, maintaining accurate data in the IO CRM system, processing new business and liaising with providers, with

Qualifications

Experience in IFA administration or client service delivery.
Strong written and verbal communication skills.
Organised, methodical, and detail-oriented.
Knowledge of the financial advice process.
Regulatory or financial services experience preferred.

Responsibilities

Support advisers in preparing for client reviews.
Maintain client and policy information on the IO CRM system.
Process new business and submit applications.
Prepare client valuation reports and compare investment propositions.
Prepare cases for the Paraplanning team by gathering missing information.

Skills

IFA administration

Client administration

Communication skills

Team collaboration

Education

Degree level

Tools

IO CRM

Job description

Responsibilities include preparing client valuation reports, maintaining accurate data in the IO CRM system, processing new business and liaising with providers, with

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