IFA ADMINISTRATOR - FARNBOROUGH

IFA Administrator - Farnborough

An excellent opportunity is available for an experienced IFA Administrator to join a busy and professional Financial Services team based in Farnborough, Hampshire. Working closely with Financial Advisers, clients and product providers, you will provide comprehensive administrative and client servicing support, with a particular focus on new business processing and case management. This role would suit an experienced IFA Administrator or Financial Services Administrator looking for a new opportunity within a professional and supportive environment.

Key Responsibilities

• Provide day-to-day administrative support to Financial Advisers
• Process new business across investments, ISAs, GIAs, bonds, pensions and protection
• Manage client cases from initial submission through to completion
• Monitor and maintain the new business pipeline
• Liaise with Financial Advisers, clients and product providers
• Chase outstanding information and documentation
• Deal with new business queries via telephone and email
• Raise new business invoices
• Arrange and book annual client review meetings
• Maintain accurate client and case records
• Ensure cases are progressed within agreed timescales and SLAs
• Provide a consistently high level of client service

About You

Previous experience within an IFA, Financial Planning or Wealth Management environment and a strong understanding of Financial Services administration, ideally including new business processing/case management, knowledge of investments/pensions/ISAs/GIAs/bonds/protection, excellent attention to detail, strong organisation and time management, and confident communication skills. Experience across all product areas is not essential.

Qualifications

5 GCSEs at grades A-C/9-4 including Maths and English; CII or other Financial Services qualifications advantageous but not essential.

Benefits

• Private Medical Insurance
• Income Protection — 75% of salary for up to 3 years
• Life Assurance — 4x salary
• Critical Illness Cover — £50,000 lump sum
• Pension — 6% employer / 3% employee contribution
• Training and professional development opportunities

Apply today to be considered for this opportunity.