Job Title/Location: Senior IFA Administrator, Guildford

Salary: To £32,000 + benefits

Office/WFH: Fully office based

Requirements: At least 12 months previous IFA administration experience

Role Snapshot: A role exposing you to all product lines, across pensions, investments, life and protection – working closely with the IFA’s and Paraplanners, processing business and acting as a main client point of contact

This expanding IFA business is in the process of adding to their Support Team at the same time as introducing a new Paraplanning Team with the potential for this role to go down the Senior Administration and then Paraplanner route.

The Company/Team:This role, within an established IFA business, is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere.

The Role:This IFA Administrator role helps to support several Advisors as well as a Senior Administrator and Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include:

A point of contact for clients on behalf of the Financial Planners.

Processing all business in line with processes/procedures, collating AML documentation.

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.

Maintain Letters of Authority and obtain necessary information from financial providers.

Skills / Experience Required:For this IFA Administrator opening, you must have at least 12 months IFA administration experience. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail and you should also be a car driver.

Additional Information:The salary for the IFA Administrator post is to £32,000 + benefits and the chance to develop towards a Senior Administrator or Paraplanner role. Please apply below.