IFA Administrator in Farnham, Surrey

IFA Administrator

Well established, successful, professional and friendly IFA practice is looking for an additional team member to provide support to IFA's with their ongoing business and liaising directly with clients, IFA's and providers to ensure an efficient service.

• £31,000 - £36,000 (DOE)
• Professional Study Support
• Hybrid, role 3 days office, 2 days home (100% office based during probationary period, 6 months)
• 25 days of annual leave
• Farnham
• Parking

Job Description:

• New business processing of pensions and investment cases
• Liaising with financial consultants, paraplanners, providers etc;
• Keeping the back-office system, Intelliflo up to date
• Task management.
• Preparing files for Annual Review meetings
• Compilation of Annual Review Suitability Letters for review by IFA's
• Day-to-day administration tasks, which will include change of address, change of name and deceased account processing.

• Diary keeping, preparing files for meetings

Person Specification:

• Previous IFA administration experience.
• Experience of administering financial planning products.
• Demonstratable prioritisation and organisational skills.
• A working knowledge of Intelligent Office (IO) or similar client management systems is desirable.

• Strong attention to detail

• You will ideally have or be working towards a qualification relevant to the Financial Planning industry. Such as CII Certificate in Financial Administration, or equivalent.

Additional Information:

• Monday – Friday 9-5.30
• 25 days of annual leave plus an extra day off in your birthday month to help you enjoy your celebrations.
• Death In Service.
• Defined contribution pension scheme, featuring Employer Contributions on your total income rather than qualifying earnings.

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.