Part Time IFA Support Administrator

Coast Specialist Recruitment
Woking, Surrey
08 Jul 2017
07 Aug 2017
Contract Type
Part Time

Part Time Administrator

25-30 hours per week, hours to suit

£11-£13.00 per hour


  • The Administrator will implement a review process for the client's financial review in preparation for client meetings;
  • Update factfind and valuations, contributions and withdrawals in Intelligent Office;
  • The Administrator will help prepare and implement quarterly / annual reviews;
  • Under the direction of the IFA, may input applications online;
  • The Administrator will chase companies for updates on plans submitted;
  • Chase any outstanding fees;
  • Obtain quotes from companies;
  • Email or post newsletters or other marketing information to clients;
  • Assistance with any other marketing;
  • You may be required to write a simple suitability letter with the IFA’s supervision.

Typical Duties

  • Managing filing systems;
  • Developing and implementing new administrative systems, such as record management;
  • Responding to customer general enquiries;
  • Attending training courses as appropriate.
  • The role of Administrator can also include assisting the IFA in reviewing, analysing, and preparing financial plans for clients.
  • Completing SageOne accounting entries
  • Training any new recruit in systems including Intelligent Office, Standard Life WRAP, Fidelity and PPOL


  • Good GCSE grades in Maths and English A-C or equivalent