IFA Administrator - Vision-FS Recruitment : Job Details

Position: IFA Administrator

Location: Horsham, West Sussex (2 days per week working from home)

Minimum Requirements: 2 years’ IFA administration experience preferred; Intelligent Office experience;

Salary/package: £28,000 - £32,000 (depending on experience), annual bonus, 25 days' AL, pension (5%, 5%), study support, IP, DIS, career progression to Paraplanner & Adviser

YOUR NEW COMPANY:

Our client is a well-established, award-winning IFA firm based in Horsham, West Sussex. The company has significant plans to grow over the next 6 months and has just began its search for an IFA Administrator to join its rapidly-expanding Administration team. The IFA Administrator position allows for hybrid working (2 days per week working from home) folllowing the successful completion of probation.

THE ROLE:

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

• Submitting pension and investments to providers on line (via providers website) or by post.
• Chasing providers on the progress of business in a timely and effective manner
• Updating clients progress of workflow
• Chasing client authorities with insurance companies
• Ensuring all documents held on client files are scanned to Intelligent Office
• Issuing documents to clients including post sales letters and plan schedules
• Producing 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:

• Minimum 2 years’ IFA administration experience preferred
• Experience of using Intelligent Office
• Live a commutable distance to Horsham

REMUNERATION / PACKAGE:

The package for the IFA Administrator vacancy is as follows:

• £28,000 - £32,000 (depending on experience)
• Annual bonus
• 25 days' Annual Leave
• Pension (5%, 5%)
• Study support
• Income Protection
• DIS
• Career progression to Paraplanner and Adviser

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.