IFA Administrator

Job Location	Swanley
Education	Not Mentioned
Salary	£25,000 - £30,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Anthony Alexandra is currently working with a reputable Independent Financial Advisers based in the Kent area. Our client is currently recruiting for an IFA Administrator to join their growing ambitious team. The IFA Administrator will also be responsible for providing support to the Financial Advisers and other duties as follow:Duties within this IFA Administrator role include:

Provide support to Financial Advisers and Directors

Maintaining accurate and up-to date client records on server and back office systems

Liaising with client’s advice, Pension transfer/set up, Investment transfer/set up mortgage/re-mortgage, Protection and any other transactional processes

Review client reports & fact finds

Preparing packs to be sent with advice reports

IFA Administrator to be considered for this should have the following skills and experience;

Over 3 years’ experience working within an IFA or Financial Services environment

Previous experience within an IFA Administration role

Experience using back office systems such as Intelligent Office or Adviser Office

Good general knowledge of all Investments, Pensions and Protection Products

Achieved or studying toward professional qualifications would be an advantage

KEYWORDSIFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo / x-plan / Iress / Admin Required skills

Client Services

Financial Planning

Investments

Pensions

Wealth Management

Keyskills :
Client Services Financial Planning Investments Pensions Wealth Management

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