Senior IFA Support - Vision-FS Recruitment : Job Details

Position: Senior IFA Support

Location: Redhill, Surrey (2 days per week working from home)

Minimum Requirements: Minimum 2 years’ IFA administration experience

Salary/package: Up to £39,000 (depending on experience) + bonus + 25 days' AL + pension (6%, 6%) + study support + IP + DIS + career progression.

YOUR NEW COMPANY:

Would you like to join a Top 15 financial planning firm with an excellent reputation for developing staff? If so, this exciting new vacancy may be for you. Our award-winning client, nominated for 3 industry titles already this year, is keen to hire an experienced IFA Support for its expanding Administration Team. The position offers hybrid working (2 days per week working from home).

THE ROLE:

Reporting to the Head of Administration, the Senior IFA Support’s key duties will include:

• Inputting and processing financial data into the company’s systems.
• Verifying the accuracy of financial data inputs to ensure that records are up-to-date and comply with Company requirements and UK regulations.
• Generating reports, summaries, and data extracts as required by various teams, including compliance, and operations.
• Regularly auditing data for errors, inconsistencies, or discrepancies and work to correct them promptly.
• Handling and processing financial transactions such as income payments, switches, withdrawals, transfers and adjustments in line with internal controls.
• Ensuring the CRM system is kept up to date with current accurate information.
• Ensuring all data handling practices comply with UK financial regulations (e.g., FCA, GDPR) and company policies.

REQUIREMENTS:

Candidates interested in the Senior IFA Support vacancy will have the following criteria:

• Minimum 2 years’ IFA administration experience
• Excellent platforms knowledge (Elevate and Standard Life experience essential)
• Experience of using XPlan ideal but not essential
• Live a commutable distance to Redhill