Jobs

    IFA Administrator - South East, United Kingdom - Netbox Recruitment

    Netbox Recruitment
    Netbox Recruitment South East, United Kingdom

    3 weeks ago

    Default job background
    Accounting / Finance
    Description
    IFA Administrator
    £26,000 plus quarterly bonus between £300-£500
    Medway

    Mon-Fri 8:45am-5:30pm


    A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry.

    This close knit team have the most intellectual senior management in their industry, who will be training you to be a well equipped IFA Administrator.

    Role created due to internal promotion from growth.

    Duties of the IFA Administrator:

    • Gain a signed application form from the client and log relevant documentation, information and correspondence onto the IO CRM.
    • Chase providers to gain relevant documentation and information for the binder folder for the meeting.
    • Gain relevant documentation from clients and collate all information into the binder folder for the financial advisor at least 48 hours before the meeting.
    • If the client is going through a pension transfer, keep the client regularly updated and give accurate time frames.
    • Handling roughly new 4 client applications a week.
    • Working effectively on the investment platforms such as Novia, Aviva, Link, Standard Life etc.
    • Apply pressure to providers who are taking a long time to hand over relevant documentation and demand time frames.
    • Gaining and chasing letters of authority.
    • Be confident to be on the phone and chase relevant information rather than using email.
    • Be at least rated 3/5 on your performance KPI's to gain your quarterly bonus.

    Requirements of the IFA Administrator:

    • Experience working within wealth management (Essential)
    • Experience of submitting applications on platforms (Essential)
    • Knowledge and experience using platforms such as Prudential and Aviva (Essential)
    • Confident on the phone and building relationships (Essential)
    • Worked within a small IFA (Desired)
    • Ability of being empathetic to clients (Essential)
    • Bubbly and outgoing personality (Essential)

    Benefits:

    • 20 days holiday plus Christmas shut down and bank holidays (31 in total)
    • Quarterly Bonus
    • Pension contribution
    • Company pay for qualifications you are looking to gain in your industry
    • Internal progression
    • Non micromanagement environment
    • Excellent training
    If you are interested in this IFA Administrator opportunity and hold the relevant experience, I urge you to contact El on or call (phone number removed) opt 2
  • Exchange Street

    Wealth Management Administrator

    3 weeks ago

    Exchange Street South East, United Kingdom

    **Job Type**: Perm · Town/City: South East England · County: Remote · Salary/Rate: £ £40000 per annum · Sector: Financial Services · Discipline: Sales Support/Administration · Job ref: FS915727 · **Imagine the freedom of working from home.** · *** · No tiring commute. No grimacin ...