IFA New Business Administrator

Office Angels; Essex; On-site; GBP 30,000 - 34,000; Full time

Benefits offered by this job

23 days holiday + bank holidays (incr.

Office closure over Christmas

Death in Service policy

Income Protection

Workplace pension scheme

Parking costs covered

Friendly, close knit team

Job summary

Office Angels UK is seeking an experienced IFA New Business Administrator in Colchester, Essex. You will support advisers with end-to-end new business processing across a range of financial products, including pensions, ISA transfers and trust work.

The role is Monday to Friday, 8:30am–5:00pm, with a friendly, collaborative team and a comprehensive benefits package including pension, income protection and parking where available.

Qualifications

• Experience within an IFA firm (essential).
• Strong background in new business processing across a variety of financial products.
• Experience handling cases from start to finish.
• Excellent attention to detail and organisational skills.
• Strong communication and relationship building abilities.
• A team player who thrives in a collaborative, friendly but hardworking environment.

Responsibilities

• Processing new business applications for both new and existing clients.
• Managing pension and ISA transfers from initiation through to completion.
• Handling trust applications and inheritance tax planning cases.
• Processing tax wrapper switches and withdrawals.
• Setting up investment income and pension income.
• Managing Letters of Authority and annuity applications.
• Submitting applications and ensuring accurate completion across all systems.
• Tracking cases and providing updates through to completion.
• Liaising with providers and clients to resolve queries.
• Using Intelliflo as the core CRM/database system.
• Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter.
• Processing fund withdrawals and coordinating payments to clients.

Skills

New business processing

Attention to detail

Organisational skills

Communication

Relationship building

Team player

Job description

IFA New Business Administrator

Location: Colchester, Essex

Salary: 30,000 - 33,500

Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm

Benefits

• 23 days holiday + bank holidays (increasing to 25 days after 5 years)


• Office closure over Christmas


• Death in Service policy


• Income Protection


• Workplace pension scheme


• Friendly, close knit and supportive team environment


• Parking costs covered/ space provided where available

A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team.

This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.

Duties

• Processing new business applications for both new and existing clients


• Managing pension and ISA transfers from initiation through to completion


• Handling trust applications and inheritance tax planning cases


• Processing tax wrapper switches and withdrawals


• Setting up investment income and pension income


• Managing Letters of Authority and annuity applications


• Submitting applications and ensuring accurate completion across all systems


• Tracking cases and providing updates through to completion


• Liaising with providers and clients to resolve queries


• Using intelliflo as the core CRM/database system


• Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter


• Processing fund withdrawals and coordinating payments to clients

The ideal candidate

• Experience within an IFA firm (essential)


• Strong background in new business processing across a variety of financial products


• Experience handling cases from start to finish


• Excellent attention to detail and organisational skills


• Strong communication and relationship building abilities


• A team player who thrives in a collaborative, friendly but hardworking environment

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels UK is an Equal Opportunities Employer.