IFA Administrator

Title: IFA Administrator

Location: Colchester

Salary: 30,000 - 33,500 (Dependent on experience)

Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm

Benefits

• 23 days holiday + bank holidays (increasing to 25 days after 5 years)
• Office closure over Christmas (additional days given, not deducted from holiday allowance, this is subject to company)
• Death in Service policy (after qualifying period)
• Income Protection (after qualifying period)
• Workplace pension scheme
• Friendly, close knit and supportive team environment
• Parking costs covered/ space provided where available

The company

A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team.

This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.

Duties

• Processing new business applications for both new and existing clients
• Managing pension and ISA transfers from initiation through to completion
• Handling trust applications and inheritance tax planning cases
• Processing tax wrapper switches and withdrawals
• Setting up investment income and pension income
• Managing Letters of Authority and annuity applications
• Submitting applications and ensuring accurate completion across all systems
• Tracking cases and providing updates through to completion
• Liaising with providers and clients to resolve queries
• Using intelliflo as the core CRM/database system
• Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter
• Processing fund withdrawals and coordinating payments to clients

The ideal candidate

• Minimum of 2 years' experience within an IFA firm (essential)
• Strong background in new business processing across a variety of financial products
• Experience handling cases from start to finish
• Excellent attention to detail and organisational skills
• Strong communication and relationship building abilities
• A team player who thrives in a collaborative, friendly but hardworking environment

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