Edward Frazer

An established IFA firm based in the Tunbridge Wells area is looking for Financial Services/Mortgage Administrators to join our small team. The role is to provide support to a successful Financial Adviser, who specialises in Pensions, Estate Planning, Protection, Investments & Mortgages. The ideal candidate should have at least 1 year of experience working in an IFA or mortgage broking business IFA Administrator Responsibilities Preparing cases for paraplanning & liaising with paraplanners to enable production of accurate suitability reports. Processing new business, including pension transfers, life cover applications & mortgages Chasing providers. Maintaining client records and building excellent relationships with both clients and providers. Liaising with the financial advisor to ensure that all agreed actions following client meetings have been followed up on. Managing and monitoring the client's annual review process. The ideal candidate will need to have knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. IFA Administrator Requirements Well organised & adaptable. Be able to prioritise multiple tasks. Empathetic. Have excellent communication skills - both written and verbal. General IT skills in Microsoft Word & Excel and have an understanding of back office CRM systems. Excellent attention to detail. The role is fundamentally office-based support, but we will consider some working from home or flexible working for the right candidate. IFA Administrator Benefits Salary level dependent on experience. 20 days holiday per year plus Bank Holidays Performance-related bonus paid annually Death in service Pension Benenden Health Plan Apply today!