IFA Administrator - Vision-FS Recruitment : Job Details

Position: IFA Administrator

Location: Guildford, Surrey (3 days per week working from home)

Minimum Requirements: 2 years’ IFA administration experience; Strong platforms knowledge; Intelligent Office experience

Salary/package: Up to £35,000 + bonus + 25 days' AL + pension (6%, 6%) + study support + IP + DIS + career progression + free parking

YOUR NEW COMPANY:

Our client is a market-leading, award-winning IFA firm based in Guildford, Surrey. Over the past 2 decades, the company's grown to become arguably Surrey's most successful and respected Independent Financial Advisory. The business' top priority is to put the client's interests first whilst ensuring a thriving working environment for its employees.

THE ROLE:

Reporting to the firm’s Head of Administration, the IFA Administrator's key duties will include:

• Producing and updating client portfolio reports through the back office system.
• Assisting in annual review preparations and working closely with paraplanners and advisers.
• Speaking to insurance companies and providers, obtaining information on clients’ plans.
• Assisting the team with business processing to include areas such as; implementing fund switches on client’s portfolios, setting up new investments and pensions for clients etc.
• General administration for the team.
• Updating and ensuring accuracy of the company database and computer based filing system.
• Point of contact internally for queries on our phone system and electronic filing system; Virtual Cabinet.

REQUIREMENTS:

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

• Minimum 2 years’ IFA administration experience
• Strong platforms knowledge
• Experience of using Intelligent Office

REMUNERATION / PACKAGE:

The package for the IFA Administrator role is as follows:

• Up to £35,000 salary (depending on experience)
• 25 days' annual leave
• Annual bonus
• Pension (6%, 6%)
• Study support
• Income Protection
• DIS
• 3 days per week working from home
• Free parking
• Pathway to become a Paraplanner and Financial Adviser