IFA Administrator

Job Location	Swanley
Education	Not Mentioned
Salary	£35,000 - £40,000 per annum, inc benefits
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

This hybrid, IFA Administrator job in Swanley is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to delivera quality service.As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include:

Processing and chasing new business
Obtaining illustrations, projections and valuations
Answering and assisting with client queries
Accurately update and maintain information on their back office system
Prepare documents for suitability reports
Liaise with clients and providers
Prepare client meeting packs

The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whetherthat is into paraplanning, advice, compliance, management etc.IFA Administrator Requirements

You should have experience as an Administrator within a financial planning firm
You should have good knowledge of financial planning processes and how a Financial Advisor operates
You should be motivated by the prospect of joining a growing business and the exciting change this brings

The CompanyThis growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openlyrecognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.IFA Administrator Benefits

Salary of £35,000 - £40,000
Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank holidays, rising up to 30 days
Hybrid working with 60/40 split of office and home working
37.5 hours per week
Excellent career progression, with individual development plans shaped around your desired career path

LocationsSwanleyLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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