About this role
Recruit UK is supporting a fast-growing financial advice firm in Farnborough in their search for an IFA Administrator. You'll work supporting a team of Financial Advisers, providing administrative, client service and technical support across a varied range of client cases.
This role suits an experienced IFA administrator looking to further their career within financial planning.
Responsibilities Include:
Send Letters of Authority and liaise with providers to gather and evaluate policy, investment and pension informationResearch products and funds using Select A Pension and FE AnalyticsPrepare pre-sale and post-sale paperwork and process new business through to submissionMaintain an accurate record of pipeline and submitted businessBook and manage client annual reviewsMonitor and reconcile trail fees, and invoice clients for initial and ongoing fees
Benefits:
Salary up to £36,000 (DoE)Hybrid working25 days annual leave plus birthday offPension schemeDeath in ServiceExcellent development & progression opportunities
We’re looking for:
1+ years’ experience in a financial services administration role (Required)Responsible, self-motivated and well organisedExperience processing new business for financial advisers
If you're an IFA administrator looking to further your career within financial planning, apply today!