IFA Administrator

  • Job Reference: 705434937-2
  • Date Posted: 6 September 2022
  • Recruiter: GCB Agency Recruitment
  • Location: Northampton, Northamptonshire
  • Salary: £22,000 to £28,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent

Job Description

Are you an IFA Administrator looking to work for a fast-growing and award-winning firm? My clients are fully independent, advising on personal investments, pensions, protection, IHT planning (including Trusts & BR), VCTs, structured products, and corporate investments. They also offer their own MPS solution and discretionary management service, with a team of in-house investment managers

Responsibilities of an IFA Administrator:

  • Preparation and submission of New Business Files
  • Managing the Review process and booking in (if required)
  • Completion or management of the completion of the portfolio review report
  • Action the outcome of the review and audit of the review
  • Client change of agency and information collection
  • Diary management including booking appointments
  • Email management of yourself and Adviser
  • Ensure income reconciliation is correct and check income statements regularly
  • Update the back-office system appropriately
  • Answering general queries and requests from clients over the phone and by email
  • Submitting requests to the business support team
  • Ensure the Adviser meets with company standard compliance requirements.
  • Ensure all service levels are met for relevant clients and audited correctly.
  • Ensure you understand the Adviser's business and activity target for the year and log/monitor the relevant figures associated.
  • Ensure you understand the current business goals & objectives.
  • Ensure that all data added to the back-office system is correct and up to date where available.
  • Ensure that you understand workload requirements by associated group resources.

The requirements of an IFA Administrator are:

  • Great customer service
  • Experience within an IFA role would be ideal.
  • Good IT Skills
  • Excellent time management skills
  • High attention to detail and accuracy
  • Ability to self-manage and be proactive
  • Great communication skills

Salary/Package for this IFA Administrator:

  • Basic Salary £22,000 - £28,000
  • Study Support
  • Study days paid for each exam
  • 25 Days + Bank Holidays
  • Monday - Friday 8:30 am - 5 pm
  • Health Cash Plan
  • Income Protection

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.