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IFA Administrator

Posted 15 July by Vision-FS Recruitment
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Salary icon £26,000 - £32,000 per annum
Location icon Horsham , West Sussex

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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.

Application questions

Do you have pensions and investments experience?
Have you used Intelligent Office before?

Reference: 52794041

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