IFA Administrator
IFA Administrator
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Job Description
IFA Technical Administrator parttime
Albury Surrey
FTE
Parttime Technical Administrator required. Excellent opportunity to join a closeknit high performing team working from our office near Guildford in the Surrey Hills.
Are you an experienced IFA administrator looking to use your skills in a parttime role (3 to 4 days).
Do you enjoy working on your own initiative and would you also like to feel that you are a valued and important member of the company
This is a fantastic opportunity to join an established and growing IFA financial planning business working closely with our Paraplanner and the rest of our closeknit team to ensure that business is processed efficiently for clients.
About the role
Duties will include:
- Assist with the preparation of cases in readiness for the paraplanning paperwork including drafting suitability letters.
- Process all new businessrelated paperwork from submission to completion and any ongoing administration for investments pensions and protection.
- Ensure the backoffice data is accurate and up to date and all necessary client service reminders in place and adhered to.
- Manage and maintain client records ensuring accuracy and compliance with relevant regulations.
- Communicate with clients and other members of the team to address inquiries and provide exceptional customer service.
- Ensuring all necessary documentation is prepared in advance of client meetings.
- Attend operational meetings to discuss ongoing workloads and raise any concerns challenges or further opportunities.
Skills experience and qualifications
This role would suit an experienced IFA administrator who enjoys using their initiative and has a can do working style. We are looking for someone who will thrive and enjoy working in our close knit and supportive team.
- At least three years experience of providing administrative support within a Financial Planning or Wealth Management Practice with a clear understanding of the different products and processes involved.
- Technical ability to use multiple Financial Services backoffice systems (prior experience different software systems will be highly advantageous but full training will be given on the relevant IT systems).
- Confidence in dealing directly with clients and third parties with ability to work with total discretion.
- A high standard of accurate and concise written output with good attention to grammar and syntax.
- Highly organised with excellent communication skills.
- Solution focused approach with a high standard of professionalism.
- Somone who loves being an essential part of a high performing team but can equally work independently
- Someone who is going to love the attention to detail and make this role their own
Additional information
This is a parttime role and the salary quoted is the fulltime equivalent salary. We are ideally looking for three to four days per week but if your requirement differs from this please do apply and let us know what you are looking for. There is the possibility of increased earnings through a bonus scheme.
About Estate Financial Planning (EFP)
Estate Financial Planning is a directly regulated IFA established in 2012 our team has many years financial planning experience. We work for individuals families and businesses in Surrey and beyond. Our mission is to help people take control of their future and live a life of purpose and meaning. We specialise in building longterm relationships with our clients with a focus on building tailored plans to help clients achieve their financial and life goals.
The business was set up and is run by Clive Jaques a qualified Independent Financial Adviser and Life Planner. Our team of 8 feels like a family with support trust and a shared sense of purpose at our core. In our team everyone is valued celebrated and encouraged to thrive together. As the team recently said in a staff survey: I love our teamwere supportive and caring of each other and our clients its really enjoyable working with a team who work hard and can laugh. You can read more about our team (including our resident labradors) on our website.
Further information
We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.
Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments please let us know.
Only shortlisted candidates will be contacted.
In order to give your application the best chance of success please:
Check that you meet the criteria for the role.
Ensure you have the right to work in the UK
Apply with a CV that is clear concise and correct.
Tailor your CV to highlight your experience and relevant achievements to the position.
Employment Type
Full Time
