![Job image banner](https://resources.reed.co.uk/brandedjob/banners/resized/Banner_604402.png)
IFA Administrator
Position: IFA Administrator (hybrid position)
Location: Caterham, Surrey
Minimum Requirements: 2 years+ IFA administration experience; 1st Software experience; XPlan experience ideal but not essential
Salary/package: Up to £38,000 + bonus + large pension + healthcare + 25 days' annual leave + study support + various other benefits
YOUR NEW COMPANY
Our client is a Top 20 Chartered Financial Planner & Employee Benefits firm, based in Caterham, Surrey. Due to expansion, this award-winning business has a requirement for a new IFA Administrator to join it's growing Private Client division. The position allows for 2 days per week working from home.
THE ROLE
Reporting to the Support Team Leader, the IFA Administrator's key duties will include:
- Assist the Adviser and paraplanning team with client research
- Provide the Adviser with support on pre and post sale work
- Check all applications and supporting paperwork and process these via product providers
- Manage the fee/commission expectations on the back office system for the clients being managed by the Adviser you're supporting
- To assist Advisers with diary management and appointments
REQUIREMENTS
Candidates interested in the IFA Administrator vacancy will have the following criteria:
- At least 2 years' IFA administration experience
- 1st Software experience
- XPlan experience a bonus but not essential
REMUNERATION / PACKAGE
The package for the IFA Administration vacancy is as follows:
- Up to £38,000 salary
- Annual bonus
- Large pension
- Healthcare
- Study support
- 25 days' annual leave
- Various other bonuses
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.
Reference: 52919478
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'