Recruit UK is supporting a fast-growing financial advice firm in Farnborough in their search for an IFA Administrator. You'll work supporting a team of Financial Advisers, providing administrative, client service and technical support across a varied range of client cases.
This role suits an experienced IFA administrator looking to further their career within financial planning.
Responsibilities Include:
- Send Letters of Authority and liaise with providers to gather and evaluate policy, investment and pension information
- Research products and funds using Select A Pension and FE Analytics
- Prepare pre-sale and post-sale paperwork and process new business through to submission
- Maintain an accurate record of pipeline and submitted business
- Book and manage client annual reviews
- Monitor and reconcile trail fees, and invoice clients for initial and ongoing fees
Benefits:
- Salary up to £36,000 (DoE)
- Hybrid working
- 25 days annual leave plus birthday off
- Pension scheme
- Death in Service
- Excellent development & progression opportunities
We’re looking for:
- 1+ years’ experience in a financial services administration role (Required)
- Responsible, self-motivated and well organised
- Experience processing new business for financial advisers
If you're an IFA administrator looking to further your career within financial planning, apply today!
IFA Administrator in Farnborough employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
