Senior IFA Administrator - Guildford

Blakemore Recruitment; Guildford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial planning practice in Guildford is seeking an experienced individual with at least five years in Financial Services. Role involves processing new business for clients and requires strong numeracy and communication skills. Proficiency in IRESS AO and Excel is essential. Competitive salary and benefits are on offer.

Benefits

Competitive salary

Benefits package

Qualifications

• Minimum five years of experience in Financial Services.
• Experience in processing new business for clients.
• Extensive knowledge of Investment Bonds, ISAs, and pensions.

Responsibilities

• Process new business for individual and corporate clients.
• Be confident on the phone and integrate into a team.
• Use fee reconciliation functionality of IRESS AO effectively.

Skills

Numeracy skills

Excellent telephone communication

Team collaboration

Education

Diploma in Financial Services or working towards it

Tools

IRESS AO

Excel

Job description

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

The applicant should be highly experienced and certainly have been working in Financial Services for at least five years.

Qualified to Diploma status or working towards it.

The candidate must have experience in the following areas:

• Processing new business for both individual and corporate clients.
• Extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts, pensions (individual and group), Private Medical Insurance, and Life-related business.

The applicant should be very confident on the telephone and be able to fit into a team of advisory, advisory support, and admin.

The applicant needs to be extremely competent using IRESS AO product (formerly 1st Software), especially the fee reconciliation side of the software, which will be a very important part of this role.

The candidate will have excellent numeracy skills and be a proficient user of Excel.

Great salary and benefits package on offer.