Ifa Administrator - Gillingham, United Kingdom - Cranleigh Personnel

Cranleigh Personnel
Cranleigh Personnel
Verified Company
Gillingham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Wealth Planning / IFA Administrator -
**Gillingham, Kent

  • Up to £33,000**
    Job Summary:If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company on the outskirts of Gillingham, Kent, is looking for a proactive IFA administrator to join their team. As an IFA Administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.

Responsibilities:


  • Actively participate in the client annual review process
  • Process new business submissions and ensure smooth and timely business processing
  • Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
  • Maintain client records and process annual review reports and new business processing using their backoffice system
  • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

Requirements:


  • Proven experience in a Wealth Planning / IFA Administrator role
  • Excellent attention to detail and organizational skills
  • Proficient in using backoffice systems and online portals
  • Strong interpersonal and communication skills
  • Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products

Who this role would suit:
This position would suit an experienced IFA Administrator looking for a new challenge who is looking to feel valued within a close knit team


Additional Information:


  • A team of 7 individuals
  • Working hours: 9am5pm
  • Salary up to £33,000 depending upon experience
For more information about the role and practice, please apply.


Salary:
£25,000.00-£33,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • Do you have at least one years IFA Admin experience?
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