IFA Administrator

Alliance Pictor
Bromsgrove, UK
24 Aug 2019
26 Aug 2019
Contract Type
Full Time
Our client is a leading UK Wealth Management business that has enjoyed exceptional growth in the past few years they are now seeking an IFA Administrator.

Reporting to: IFA Support Supervisor

Position overview: To work as a team and to provide timely and efficient administration to support the IFA's and the organisational strategy


* To provide efficient administrative support to a number of IFAs.

* Preparation of correspondence including letters, emails (including mail merges for group correspondence)

* To be a point of contact for clients, life offices and members of the business

* Maintenance of all administration systems, ensuring that all client data is accurate and up to date.

* Maintenance of diary management system, ensuring that daily workflow is completed in line with SLA's

* Assist with the management of the IFAs portfolio of existing business

* Ensure appropriate documentation is scanned and attached to the relevant client records

* Prepare new business and review packs for IFA client meetings

* Obtain research when requested for protection and annuity products

* Obtain illustrations for products from Providers either on-line or over the telephone

* Undertake filing, photocopying and scanning duties when required

* Deal with fund switches and surrenders using SLA's and compliance guidelines

* Obtain valuations/details on existing policies, ensuring the administration system is updated accurately

* 121 meetings with individual IFA's (including the dictation of Financial Planning Reports in line with Company guidelines)

* Attach the post to relevant client records and deal with any urgent mail within SLA's

* Any other reasonable request made by a Director/Manager of the business

* Deliver research when requested using Iress exchange for protection and annuity products.


* Ideally a minimum of 12 months experience within a similar role

* Effective organisational and planning skills

* Able to work to deadlines

* Able to forge and develop relationships

* Experienced using Microsoft Word and Excel

* Delivery focused, with a drive for quality throughout

* Excellent interpersonal and communication skills

* Must have a keen eye for detail

* Willing to learn and develop

* Able to work as part of a team, or if required, under your own initiative

* Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm


In return, there is a highly competitive negotiable salary with a first-class benefits package which includes a pension scheme and 30 days holiday ( including bank holidays). Save As You Earn scheme.

You'll also benefit from being part of a cash plan scheme offering support on your optical and dental costs together with other therapies such as sports massage and complementary therapies.

You may also be eligible for private health insurance. Life insurance, an annual bonus as well as bonuses for recommending your friends and family as employees, introducing new clients and for long service.

If you need financial advice yourself advisers will be there to help you at no charge and an in-house legal team also provide their support to our people at a sizeable discount.

To help you synchronise your work and home life there is the option of compressed working hours so essentially you could have a three day weekend. There is a childcare voucher scheme. There are also many fun events throughout the year including a legendary Christmas party and a summer barbecue.

You can also join complimentary out-of-hours language classes and other activities. Also, if fitness is your thing, you'll get 50% off fitness classes at a local gym

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