Ifa Administrator - Finchley, United Kingdom - GCB Recruitment

GCB Recruitment
GCB Recruitment
Verified Company
Finchley, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

We are currently looking for an experienced IFA Administrator to join our clients, an IFA Administrator in the Finchley area.

Based in North London, the company offers a wide-ranging service to clients in both the individual and corporate markets.


The company has built up a strong reputation for imaginative solutions, exemplary service, and true professionalism in a complex market.


The successful IFA Administrator will be offered:

  • £25,000
  • £35,000 Basic (Depending on Experience)
  • Health Cash Plan
  • Income Protection
  • DIS
  • PMI Entry Scheme
  • Discounts on Medicals
  • Pension
  • 25 days Holiday + Bank Holidays
  • Hybrid Working

To be considered for the IFA Administrator role you must have:

  • Experience within a similar role, ideally within an IFA Environment
  • Experience using systems
  • Understanding of the provision of advice to clients in a compliant manner as detailed in the firm's compliance manual and procedures.

As an IFA Administrator, your role will involve:

  • Submitting all forms of new business.
  • Creating New Business events and updating once on risk / NTU'd.
  • Ensuring that cases are progressed to the point of transfer completion and plans are put at risk.
  • Updating X-Plan with full plan details.
  • Ensure all cases are signed off by the Compliance Department and all presubmissions are progressed until completion.
  • Liaising with clients to arrange medical appointments.


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

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