IFA Administrator

RecruitAbility Ltd
Bishop's Stortford
14.00 - 17.00 GBP Hourly
28 Mar 2024
25 Apr 2024
Job Title
Industry Sector
Contract Type
Part Time
Job Title: IFA Administrator (Part time)
Location: Bishop s Stortford (Hybrid)
Salary: GBP14 - GBP17 per hour (depending on experience) Term: Permanent
Hours: 3 days per week (school hours)

RecruitAbility is looking for an experienced IFA Administrator to join their small, but well established Financial Planning company. If you have IFA administrator experience and you re looking for a part time, hybrid role, I would love to hear from you.

The Role of IFA Administrator:
  • Liaising with product providers, clients, and client representatives as and when required.
  • Assisting advisers in the creation of client financial reports and letters.
  • To produce accurate Annual Review Packs for Financial Advisers and process associated tasks.
  • Assist Paraplanners with:
  • Basic advice events, such as fund switches and investment withdrawals / contributions.
  • Processing applications when required.
  • Type letters and draft routine correspondence.
  • General office administration including collecting post, scanning and distributing
  • Arranging Advisers Diary for client meetings / updating Client Servicing Register
  • Knowledge of Income Reconciliation ideal
To be considered for the role of IFA Administrator:
  • Familiar with Word and Excel
  • Familiar with Quilter and Transact platforms.
  • Good team player
  • Good Written and Commination skills
  • Highly Organised ability to work from home
  • Previous IFA Administrator experience
  • Able to exercise initiative.
  • Strong communication skills and ability to build rapport.
  • A natural ability with numbers, and a basic understanding of investments & Pensions.
  • Must have good attention to detail when working with client files.
  • You must be able to drive and live locally to Bishop s Stortford
The Package for IFA Administrator:
Salary: GBP14 - GBP17 per hour (depending on experience)
Hours: 3 days per week (school hours).
Hybrid working
20 days holiday (excluding bank holidays) (pro rata)

Please apply on line quoting reference (phone number removed) or call Adrienne for more information on (phone number removed).

This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.

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