IFA Administrator

An established IFA firm based in the Tunbridge Wells area is looking for Financial Services/Mortgage Administrators to join our small team. The role is to provide support to a successful Financial Adviser, who specialises in Pensions, Estate Planning, Protection, Investments & Mortgages.

The ideal candidate should have at least 1 year of experience working in an IFA or mortgage broking business

IFA Administrator Responsibilities

• Preparing cases for paraplanning & liaising with paraplanners to enable production of accurate suitability reports.
• Processing new business, including pension transfers, life cover applications & mortgages
• Chasing providers.
• Maintaining client records and building excellent relationships with both clients and providers.
• Liaising with the financial advisor to ensure that all agreed actions following client meetings have been followed up on.
• Managing and monitoring the client's annual review process.

The ideal candidate will need to have knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential.

IFA Administrator Requirements

• Well organised & adaptable. Be able to prioritise multiple tasks.
• Empathetic.
• Have excellent communication skills - both written and verbal.
• General IT skills in Microsoft Word & Excel and have an understanding of back office CRM systems.
• Excellent attention to detail.

The role is fundamentally office-based support, but we will consider some working from home or flexible working for the right candidate.

IFA Administrator Benefits

• Salary level dependent on experience.
• 20 days holiday per year plus Bank Holidays
• Performance-related bonus paid annually
• Death in service
• Pension
• Benenden Health Plan

Apply today!