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Permanent

IFA Administrator

Guildford
money-bag 25000.00-25000.00 Annual
3085440656
Posted Today

Job Title/Location: Senior IFA Administrator, GuildfordSalary: To £34,000 + benefitsRequirements: At least 12 months previous IFA administration experienceRole Snapshot: A role exposing you to all product lines across pensions, investments, life and protection - working closely with the IFA''s and Paraplanners, processing business, acting as a main client contactThis expanding IFA business is in the process of adding to their Support Team and creating a new technical support team with the potential for this role to go down the Senior Administration and then Paraplanner route.The Company/Team: This IFA Administrator role is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR''s elsewhere.The Role: The IFA Administrator role helps to support several Advisors as well as a Senior Administrator and Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include:A point of contact for clients on behalf of the Financial Planners.Process all business in line with processes/procedures, collating AML documentation.Prepare documentation, valuations, and reports for client meetings.Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.Liaise with providers and 3rd parties to obtain information and manage client requests.Maintain Letters of Authority

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