IFA Administrator

Benefits:

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• Hours: 35 with hybrid working available
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• Holidays: 26 days annual leave, plus stats
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• Contributory pension scheme
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• Private Healthcare
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• Life assurance
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• Health insurance
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• Charity volunteer days
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• Cycle to work scheme
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• Career development, if desired
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Role:

A global wealth management business, with offices throughout the UK, have an opening for a competent IFA Administrator, to work on a full-time basis. Hybrid working is available and you’ll be based out of modern offices near Middlesbrough, with free parking. This is a superb opportunity where you’ll work with a great team of talented individuals, who are passionate about Financial Services.

Responsibilities will include:

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• Act as a point of contact for the client in the Adviser’s absence and deal with client queries
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• Meet and greet clients
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• Book all client meetings, including annual review meetings
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• Prepare meeting packs
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• Process new and existing business for pensions, investments and protection
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• Liaise with and submit all forms and letters of instruction to product providers
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• Process fund switches online or via postal applications
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• Update and maintain back-office system, XPlan
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• Maintain an up-to-date knowledge of company policies and procedures
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Qualifications:

• Not essential

Candidate Requirements:

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• Must have previously supported a Financial Adviser and possess knowledge of pensions, investments and protection products
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• Have experience of processing both new and existing client business
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• Able to deliver accurate work, consistently
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• Must possess excellent communication skills, both written and verbal
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• Excel at delivering a client-centric service
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• Competent IT skills (XPLAN experience would be advantageous)
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