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Junior IFA Administrator

ARC
Job LocationLondon
EducationNot Mentioned
Salary£24,000 - £26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

  • Junior IFA Administrator, SW London, to £26,000 + bonus
  • Established IFA business, successful private client and employee benefit arms
  • Study support provided for Administrators with Financial Services experience either within another IFA business or potentially a Life Office or 3rd Party Administrator
  • Aim is for this person to become a Level 4 Qualified IFA Administrator
    • The Company: Our client is a well-established IFA firm, growing from 13-16 people with a great feel to the office and excellent support provided for people to work towards IFA Administrator and Paraplanner roles.The Role: This role will expose you to every element of the administration life-cycle, taking in life, pension, protection and investment products. The main responsibilities include:
  • Meeting preparation and follow-up, i.e. preparation of draft valuation of policies and plans and pre-completing any Application Forms etc that are required.
  • Liaising with providers, insurance companies and solicitors to gather data.
  • Both online and postal processing of new business
  • Maintaining and updating client records & creating new client records on the company database (Adviser Office, also known as 1st Technology or IRESS).
  • Assisting with mailshots including ISA mailshots
  • Meeting and greeting clients
  • You will also be responsible eventually, for checking the work of others and making sure that things are all correctly in place.
    • Skills/Experience Required: For this Junior IFA Administrator role, you will ideally already have worked within an IFA practice, gaining admin experience within a number of product lines (Investments, Life & Pensions products, protection etc) or you could have experience within a Life Office/Provider or a 3rd party administration business. Excellent written and verbal communication skills are essential, as are strong attention to detail and the ability to work unsupervised, under pressure and to tight deadlines.Additional Information: Salary for the Junior IFA Administrator role is up to c.£26,000 with bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am - 5.30pm.The Junior IFA Administrator position role is just one of many vacancies we are handling. ARC is a specialist Financial Services recruitment consultancy and the Consultant responsible for this role has over 25 years experience in this field. We also take on roles outside of FS from several clients. Areas of focus within FS include Sales Support, Paraplanners, Pensions/Mortgage Administrators, Underwriters, Compliance staff, Employee Benefits/Group Risk, Business Analysts and IT related roles. Check the arcconsulting.com website and feel free to call Darren Snell at any time. Required skills
  • Administrative Support
  • Financial Services
  • Paraplanning
  • Private Client
  • Sales Support

    • Keyskills :
    Administrative Suppt Financial Services Paraplanning Private Client Sales Suppt

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