IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Chertsey
Reference: 1156550
Contact Email:
Job Published: August 07, 2021 22:46

Job Description

IFA Administrator
£24,000 - £28,000
We are recruiting for an experienced IFA administrator to join a very successful, award winning, busy Financial Advice Practice. A fantastic opportunity for an experienced Financial services administrator looking to join a successful, busy and well-respected company with brilliant morals. You will be part of a company that has a brilliant name in the market. That offer a good salary and benefits package as well as career progression opportunities.

We are looking for someone that is extremely well organised with a very high attention to detail, that has the ability to manage a busy, varied workload with previous experience within an FCA regulated environment, ideally within a financial advice practice. You will be highly proactive. A great personality is also very important to make the most of the brilliant environment created.

duties include:
  • Preparing new business and client review packs
  • Issue letters of authority, ID checks
  • Produce client portfolio valuations.
  • Obtaining documents from product providers
  • Processing New Business submissions – using the back office systems, liaise with product providers, ensuring applications are received and tracked.
  • Prepare application forms and other documents for signing
  • Liaise with product providers
  • Produce accurate client portfolio valuations and statements
  • Maintaining client files – maintain client files and ensuring they are up to date
  • Liaising with IFA and clients
For this role I need to speak to people who have worked in the financial services sector or is currently working in financial services. This could be from a provider or ideally from an IFA practice environment.

For more information or to apply for this role then please contact Tegan on 02392 455422 or apply on the Dynamite recruitment website