Job Description

This is an exciting opportunity for someone who is currently working as an IFA Administrator, or has done so previously, and are now looking to work within a progressive company which truly value their staff and their development. You will work alongside another administrator and closely with the director to provide an exceptional service and ensure the smooth running of the office.

Benefits of an IFA Administrator:

• Annual leave entitlement of 28 days per annum, including bank holidays, for each year of service an extra day will be added to the annual leave entitlement, capped at 5 extra days.
• After the initial 3 month probationary period the position will be offered on a permanent basis, enrolment into the company pension scheme with a 3% employer pension contribution will also begin.
• Informal dress down day on Fridays, plus potential early finish where possible.
• Own designated parking space.
• Gym membership
• The salary will be reviewed annually and increased by inflation.
• Opportunity for career progression and support to undertake industry related exams.

Key Responsibilities of an IFA Administrator:

• Contact existing clients to book annual review meetings.
• Create and send various communications and publications to clients via email and phone
• All general office admin such as sorting of post and faxing and filing on to the systems
• Assist in the processing of group pension schemes; this includes the processing of member applications, attitude to risk questionnaires, liaising with product providers to provide required information.
• Inputting clients information and managing client data as required and in line with GDPR
• Undertake any other similar responsibilities as requested from time to time.

Required Knowledge, Skills, and Abilities

Strong work ethic and ability to communicate well with a wide range of clients Great attention to detail and ability to manage your own workload Previous experience working in a similar industry is highly desired