IFA Administrator – New Business & Client Onboarding

Confidential; Essex; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

23 days holiday + bank holidays

Death in Service policy

Income Protection

Workplace pension scheme

Office closure over Christmas

Parking provided

Friendly, close knit team

Office-based role

Job summary

Confidential, an independent IFA firm in Colchester, seeks an experienced IFA Administrator to support advisers with end-to-end new business processing across pensions, ISAs, trusts and tax wrappers. The role is fast-paced, office-based and collaborative.

You will use Intelligent Office as the core CRM, work across Aberdeen, Fidelity and Quilter platforms, and handle cases from start to finish with excellent attention to detail and communication.

Qualifications

• Minimum 2 years’ experience in an IFA firm.
• Experience handling new business processing end-to-end across financial products.
• Attention to detail and strong organisational skills.

Responsibilities

• Process new business applications for clients.
• Manage pension and ISA transfers from start to finish.
• Handle trust applications and inheritance tax planning cases.
• Process tax wrapper switches and withdrawals.
• Set up investment income and pension income.
• Manage Letters of Authority and annuity applications.
• Submit applications across systems and track progress.
• Liaise with providers and clients to resolve queries.

Skills

IFA experience

New business processing

Attention to detail

Organisational skills

Communication

Team player

Relationship building

Tools

Intelligent Office

Aberdeen

Fidelity

Quilter

Job description

Confidential, an independent IFA firm in Colchester, seeks an experienced IFA Administrator to support advisers with end-to-end new business processing across pensions, ISAs, trusts and tax wrappers. The role is fast-paced, office-based and collaborative.

You will use Intelligent Office as the core CRM, work across Aberdeen, Fidelity and Quilter platforms, and handle cases from start to finish with excellent attention to detail and communication.