Job Description
- Job Title/Location: IFA Administrator, South Gloucestershire
- Salary: To £34,000 + bonus + pension + life/health benefits
- Office/WFH: Fully office based
- Requirements: Previous IFA administration experience preferred, will consider those working in areas such as Pensions Admin, SIPP Admin, Life & Protection Admin, Banking Admin etc.
- Role Snapshot: Preparing annual reviews, provider & client liaison, helping to prepare suitability reports, processing & submitting new business
This office enjoys very low staff turnover and is happy to help develop people towards careers in paraplanning or advising long-term, with study support provided.
The Company/Team: This role, which is open purely due to business growth, is one of 7-8 Administrators within the office and the team as a whole numbers 15-20 including Paraplanners & Advisors.
The Role: This IFA Administrator role supports two Advisors, one very established and one relatively new to advising. Key responsibilities include:
- Assisting in preparing annual reviews
- Completing files to meet company compliance standards
- Liaising with providers & clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits
- Assist in preparing simple suitability reports
- Processing & submitting new business (online + postal applications) and monitoring applications
- Input of adviser fees/commission onto IO, raising invoices
- Processing amendments to existing plans e.g. fund switches
- Personal diary management in Outlook & Intelliflo
Skills / Experience Required: For this IFA Administrator opening, previous IFA administration experience is our clients preference, but also open to those working in areas such as pensions admin, SIPP admin, life & protection admin, banking admin etc. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a 'can do' attitude, a team player, good attention to detail. This is a busy, vibrant office, so the ability to multi-task is key and you should also be a car driver.
Additional Information: The salary for the IFA Administrator post is to £34,000 + bonus, pension, life and health benefits and study support. Please apply below.
The IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
