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Farnham

    IFA Administrator - Farnham, United Kingdom - Profiles Personnel

    Profiles Personnel
    Profiles Personnel Farnham, United Kingdom

    1 week ago

    Default job background
    Full time
    Description

    ***IFA ADMINISTRATOR***
    Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.
    Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position.
    Salary c.£25-32K depending on experience plus benefits which include being part of an Employee Ownership Trust and quarterly incentives
    Key responsibilities for the IFA Administrator include,

    • Input client details onto an in-house system
    • New business administration
    • Liaise with clients for new business information, Terms of Business, tax returns
    • File checking for completeness
    • Liaise with product providers (e.g., for valuations, trusts, product terms)
    • Help advisers with meeting preparation, new client packs, agendas etc.
    • Supporting the Investment Proposition as necessary
    • Involvement in wider company projects as appropriate

    The ideal IFA Administrator will need,

    • A background in Financial Services/Paraplanning preferred or a desire to enter the IFA industry
    • Ensure all client files are compliant on an ongoing basis
    • Respond to client contact and requests quickly and correctly
    • Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
    • Strong organisational and time management skills
    • Excellent attention to detail and accuracy
    • Have a supportive and collaborative approach

    Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services. In addition the role offers the opportunity to progress your career into a Paraplanning position.


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