Ifa Administrator - London, United Kingdom - ASD Recruit Ltd

ASD Recruit Ltd
ASD Recruit Ltd
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Job Title - IFA Administrator


Due to extensive growth our client is looking to recruit an experienced IA Administrator to provide general support to the expanding financial division of the group.

The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Digital marketing.

The mission is to disrupt the disjointed Professional Services space.

Reporting directly to the Head of Financial, you will be required to assist the lead consultant and other advisers.


This is an excellent opportunity for someone with previous IFA experience to join a supportive and collaborative team where their training and future development will be made a priority.


Responsibilities:


  • Adding new client data onto backoffice system
  • Sending Letters of Authority (LOA) and regularly following up with the providers
  • Liaising with clients and providers where appropriate
  • Processing fund switches and withdrawals
  • Booking in client calls, fact find meetings and sending relevant documents
  • Adding and updating new business and fees onto backoffice system
  • Dealing with telephone and postal queries
  • Producing client valuations
  • Scanning documents onto backoffice system when required
  • Dealing with internal reporting on prospects, clients, status and fees
  • Working with the finance team on commission income reconciliation
  • Supporting colleagues with general miscellaneous admin
  • Assisting with any other duties as required by the Head of Financial Services
Person Specification

  • At least two years exposure working for an IFA in an administrative role
  • Experience in using Intelligent Office is essential
  • Excellent customer service and administration skills
  • Comfortable and credible when speaking with Clients and Providers over the phone
  • Must be a team player who is able to manage their own workload
  • Familiar working to tight deadlines
What is offered

  • Basic Salary of up to £35,000 per annum depending on experience
  • Initially 22 days holiday + Bank holidays; Increasing to 23 days after 1 year of employment and then 24 days after 2 Years of employment
  • An additional day off for your Birthday every year
  • An additional day off for your Birthday ever year
  • Excellent training and development opportunities
  • Private medical insurance
  • Bonus scheme
  • Pension Contribution
  • Christmas and Summer parties
  • Quarterly get together and team building
  • Small milestone gifts
, Mon-Fri 9am to 5pm


Job Location:
London, Finchley

  • Monday, Tuesday & Thursday
  • Office working
Wednesday and Friday - Remote/WFH


Pay:
£32,500.00-£35,000.00 per year


Schedule:

  • Day shift

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Work Location:
Hybrid remote in London


Reference ID:
IFAAdmin2023
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