IFA Administrator

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Job Title: IFA Administrator

Job Types: Full-time, Permanent

Salary: £23,000 to £30,000 per year

Working Hours: Monday to Friday (8:00 AM – 4:00 PM).

Location: Warwickshire

Company Overview:

Our client puts the team at the heart and soul of their business. They are dedicated to the success and growth of our employees and embrace diversity and inclusivity as integral parts of their culture. The young and ambitious team is both highly qualified and enthusiastic about providing comprehensive financial advice. They create an environment where every individual can be their authentic selves and achieve their fullest potential.

The business was Founded in 2015 and has solidified its reputation within the Wealth Management industry. Their commitment to exceptional technical capabilities, precise work, and unwavering attention to detail has established them as a respected name in the financial field.

Position: IFA Administrator

We are seeking an experienced IFA Administrator to join the team and support a high-performing financial business and its clients. As an Independent Financial Adviser firm located in Warwickshire, serving clients nationwide. As a boutique wealth management firm, they offer profound expertise across various financial areas while maintaining a personalised and attentive approach.

Role and Responsibilities:

• In this role, you will play a crucial part in operations by executing administrative and report-writing tasks efficiently and accurately. Your responsibilities will include:
• Conducting research and preparing reports and documentation related to investments, pensions, drawdown, SIPPs, SIPP investments, and pension transfers.
• Collating and analyzing information for pension transfers in compliance with regulations.
• Interacting with clients/providers through in-person meetings, telephone, email, and written correspondence.
• Managing relevant client/provider communication.
• Scanning correspondence/documents and archiving them appropriately.
• Processing new business applications and transfer forms.
• Preparing application forms ahead of meetings.
• Monitoring the progress of new business and income payments.
• Assisting with adviser meeting preparations, such as preparing valuations.
• Processing surrenders, partial encashments, withdrawals, and switches.
• Experience with software tools such as Trustnet, Dynamic Planner, Cash Calc, IO, Select a Pension, Defacto is desirable.

Qualifications and Skills:

• Ideally, you have completed or are working towards the Diploma in Financial Planning; equivalent experience will also be considered.
• Strong organizational skills and meticulous attention to detail.
• Proven experience in administrative and report-writing tasks within a financial environment.

Benefits:

• Competitive and negotiable salary based on experience and qualifications.
• Opportunities for career progression within the company.
• Support for further training and qualifications.
• Company pension plan.
• Annual staff holiday trips (past destinations include Milan, Prague, Vegas, St. Lucia, and this year, Mauritius Island).
• Team building activities.

If you are a motivated and detail-oriented individual with a passion for financial administration and are ready to contribute to an exceptional team, we encourage you to apply.

To apply, please send your CV and covering letter to nick.pope@recruitmentcirclegroup.co.uk or call me on 07983974699.

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