IFA Administrator

Position: IFA Administrator

Location: Horsham, West Sussex

Minimum Requirements: Pensions and investments experience required; Intelligent Office experience preferred; FA2, RO1 or CF1 ideal but not essential; Live a commutable distance from Horsham

Salary/package: Up to £32,000 + annual bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits

YOUR NEW COMPANY

Our client is a successful, award-winning UK-wide IFA network with head quarters based in West Sussex. The company has significant plans to grow over the next 12 months and has an urgent requirement for 3 x IFA Administrators to join its rapidly-expanding Administration team in Horsham. The positions allow for hybrid working, with up to 2 days' per week working from home.

THE ROLE

Reporting to the firm’s Operations Manager, the IFA Administrator's key duties will include:

• All advisers supply a full compliant file to the administration team before processing any new business
• All clients must be entered onto the back office system
• Submit pension and investments to providers on line (via providers website) or by post
• Chase providers on the progress of business in a timely and effective manner
• Update clients progress of workflow
• To prioritise workload to ensure deadlines are met
• Chase client authorities with insurance companies
• Ensure all documents held on client files are scanned to INVU or Intelligent Office
• Issue documents to clients including post sales letters and plan schedules
• Produce ongoing service reports for adviser’s client meetings with all supporting documentation in a timely and effective manner

REQUIREMENTS:

Candidates interested in the IFA Administrator vacancy will have the following criteria:

• Pensions and investments experience required
• Intelligent Office back-office system experience preferred
• Relevant qualification such as FA2, RO1 or CF1 ideal but not essential
• Live a commutable distance from Horsham

REMUNERATION / PACKAGE

The package for the IFA Administrator vacancy is as follows:

• Salary of up to £32,000
• Annual bonus
• 25 days’ annual leave
• Healthcare
• Pension (5%, 5%)
• Study support
• Death in Service x 4
• Career progression
• Hybrid working available

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.