IFA Administrator & Report Writer

Position: IFA Administrator & Report Writer

Location: Cheam, Surrey

Salary/package: Up to £45,000, Bonus, 5% Pension, Death in Service (x 4), 30 days annual leave, Study support, Private Medical

YOUR NEW COMPANY

Our client is a well-established IFA business, set up during the early 1990s. The firm's aim is to provide simple and professional advice to make sure all their clients achieve their financial goals - a philosophy which hasn't changed in over than 30 years.

THE ROLE

Due to an imminent retirement, the business is now keen to hire an IFA Administrator & Report Writer to join its support team. The position is office based. Reporting to the Head of Administration, the IFA Administrator & Report Writer's key duties will include:

• Provide administrative support to financial advisers, servicing new and existing clients.
• Use various programs such as Intelligent Office and Volume.
• Navigate through different provider platforms.
• Produce suitability reports (from template).
• Process relevant applications.

REQUIREMENTS

Candidates interested in the IFA Administrator & Report Writer vacancy will need the following criteria:

• Experience of pension, investment, and protection administration
• Experience of processing new business applications and ongoing client servicing
• Basic Microsoft Office skills with Word, Outlook and Excel
• Experience of producing suitability reports
• Live a commutable distance from Cheam, Sutton

REMUNERATION / PACKAGE

The package for the IFA Administrator & Report Writer vacancy is as follows:

• Salary up to £45,000
• Discretionary bonus
• 5% employer contribution pension (Aviva)
• Death in Service (x 4)
• 30 days annual leave
• Study support
• Private medical