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IFA Administrator (Hybrid Position)

Vision-FS Recruitment
Job LocationGuildford
EducationNot Mentioned
Salary25,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Position: IFA Administrator (Hybrid role)Location: 2/3 days at office in Guildford, 2/3 days working from homeMinimum Requirements: 1 year IFA/Financial Services Administration experience; good I.T. skills; good communication skillsSalary/package: Up to £30,000 + bonus + pension + study support + 23 days annual leave (rising to 25)YOUR NEW COMPANYOur client is one of Surreys premier IFA firms. Since its formation 2 decades ago, the company has grown into arguably the South Easts leading independent financal planning firm, scooping a number of industry awards along the way.THE ROLEThe IFA Administrator position has been created due to expansion as the business continues to thrive and prosper, even during these rather uncertain times. The roles key duties include:

  • Answering the phones and being first point of contact for clients.
  • Meeting and greeting visitors.
  • Opening, scanning and processing the daily post.
  • Producing and updating client portfolio reports through our back office system.
  • Assisting in annual review preparations and working closely with paraplanners and advisers.
  • Speaking to insurance companies and providers, obtaining information on clients plans.
  • Assisting the team with business processing.
  • General administration for the team.
  • Updating and ensuring accuracy of the company database and computer based filing system.
  • Point of contact internally for queries on our phone system and electronic filing system; Virtual Cabinet.
  • Assisting with the smooth running of the office and company equipment.
REQUIREMENTSCandidates interested in the IFA Administrator vacancy will have the following:
  • 1 year IFA/Financial Services administration experience
  • Good I.T. skills
  • Intelligent Office experience ideal but not essential
  • Excellent communication skills
REMUNERATION / PACKAGEThe package for the IFA Administrator vacancy is as follows:
  • Up to £30,000 salary
  • 2/3 days per week WFH
  • Bonus
  • Pension
  • Study support
  • 23 days annual leave (rising to 25)
Next steps:If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

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