Senior IFA Administrator - Guildford

TN United Kingdom; Guildford; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading financial planning practice in Guildford is seeking an experienced professional with a strong background in Financial Services. The ideal candidate will have a minimum of five years' experience and be working towards or hold a Diploma in Financial Services. Key responsibilities include processing new business and collaborating with a dedicated team. The position offers a competitive salary and benefits package.

Qualifications

• At least five years of experience in Financial Services.
• Qualified to Diploma status or working towards it.

Responsibilities

• Processing new business for individual and corporate clients.
• Knowledge of Investment Bonds, ISAs, pensions, and Private Medical Insurance.
• Collaborating within a team of advisory and support staff.

Skills

Communication

Numeracy

Education

Diploma in Financial Services

Tools

IRESS AO

Excel

Job description

Job Description:

We are recruiting for a well-regarded Financial Planning Practice based in Guildford.

The ideal candidate should have at least five years of experience in Financial Services and be qualified to Diploma status or working towards it. Key responsibilities include:

1. Processing new business for both individual and corporate clients.
2. Extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts, pensions (individual and group), Private Medical Insurance, and Life-related business.
3. Communicating confidently on the telephone and collaborating within a team comprising advisory, support, and administrative staff.
4. Utilizing IRESS AO software (formerly 1st Software), especially the fee reconciliation module, which is a critical part of the role.

The candidate should possess excellent numeracy skills and be proficient in Excel. A great salary and benefits package is on offer.