Senior IFA Administrator

Recruiter
Anthony Alexandra
Location
London, South East England
Salary
30000.0000
Posted
17 Jul 2017
Closes
16 Aug 2017
Contract Type
Permanent
Hours
Full Time

An excellent opportunity exists to join an IFA Practise based in London. We are currently recruiting for a bright and forward-thinking Senior IFA Administrator to assist/support Paraplanners within the firm. The successful Senior IFA Administrator will be supporting Advisors, processing new business applications and preparing client valuations. The role also requires you to have the ability to work within a fast pace environment, adapt to industry changes and can adjust to various different deadlines and progress within the IFA.

Duties and responsibilities for this role include:

  • Process and deliver suitability reports for a variety of IFA's
  • Processing new business, dealing with client policy enquiries
  • Requesting information from Product Providers, including general client queries new business illustrations and on-line valuations
  • General office administration - processing & scanning post and general e-mails, keeping our back-office systems up to date and accurate

The ideal candidate should have the following skills, qualifications and experience:

  • Over 3 years’ experience working within the Financial services or IFA environment
  • Knowledge of Investments, Pensions and Protection products
  • Professional qualifications would be an advantage
  • Experience is using IFA Back Office systems

Benefits

  • Salary of up to £32,000
  • 25 days holiday
  • Professional membership paid for and support with further qualifications
  • Working hours are Monday-Friday, 9am - 5pm
  • Death in service (4x salary)
  • Contributory pension scheme
  • Income protection