IFA Administrator

Recruiter
Financial Divisions
Location
Epsom, UK
Salary
Competitive
Posted
25 Jul 2019
Closes
01 Aug 2019
Ref
1132382699
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
IFA Administrator

Epsom

£20,000 - £27,500 plus 23 Days holiday per annum + Bank Holidays, Target related bonus, Company Workplace Pension scheme (sliding scale of contribution options available), Training & exam support to obtain industry qualifications or other specific job-related qualifications, Season Ticket Loan and Annual Car Park Permit Loan

Financial Divisions are delighted to be supporting a growing business in Epsom, in their search for an IFA Administrator. The firm provides financial solutions to people relocating to other countries and specialises in Qualifying Recognised Overseas Pensions Schemes (QROPS) plus UK Wealth Management services. The firm have a great reputation in the area.

This is a great opportunity to join a firm who whole heartedly support career progression and encourage continuous improvement.

You will provide a wide range of support to the Financial Advisers and assist them in delivering a high level of service to their clients. You will action the implementation of advice given to clients, the collection of policy information from product providers and the coordination and delivery of client documentation. As a member of the Administration Team, you will play a key part in the overall performance of the company.
  • Organising currency trades on behalf of their clients
  • Communicating with pension providers to obtain information in a timely manner
  • Chasing pension transfers from ceding schemes
  • Answering phone calls and responding to emails from clients and business partners
  • Managing and building relationships with service providers and clients
  • Processing overseas and UK transfers
  • Assisting the Client Manager with ad-hoc tasks
  • Updating the client database (Salesforce)
  • Overseeing and arranging investments and disinvestments
  • Collating and sending investment reports to clients
  • Completing and submitting product application forms
  • Arranging pension benefit requests to pension providers
  • Preparing and submitting UK product applications, including ISAs, Protection, GIAs, Annuities & Trusts

For immediate consideration for the IFA Administrator role, please contact Madeleine

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