This established, wealth management firm based in Guildford are seeking an IFA Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services.
Job Title: IFA Administrator
Job Type: Permanent, full time
Location: Guildford, Surrey
Salary: £28,000 - £34,000 per annum
Reference no: 15963
IFA Administrator – Benefits
25 days holiday plus bank holidays
35 hour working week
Car parking onsite
Pension scheme
IFA Administrator – About The Role
In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be:
Working closely with Financial Planners & Paraplanners to deliver excellent client service.
A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro-actively.
Maintaining back-office systems and client records.
Processing all business in line with processes and procedures, collating AML documentation as required.
Prepare documentation, valuations, and reports for client meetings.
Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.
Liaise with product providers and third parties to obtain information and manage client requests.
Handle incoming and outgoing post, manage emails and respond to client queries.
The successful IFA Administrator will have:
Previous experience in a similar position
Experience using industry related tools
Strong IT skills
Good communication skills
Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.
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