IFA Administrator - Now Filled In Christchurch / Wimborne

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Job Details

Job Description

IFA Administrator Job role:
Fantastic opportunity for an experienced Administrator to join an organisation who value their employees and offer progression opportunities and a host of fantastic benefits.

This is a full time position, but our client would consider someone on a part time basis, across 4 days (30 hours) as well.

Our client are a Financial Planning firm, with offices in both Christchurch and Wimborne.  They are happy to employ someone to be based out of either office, as they have teams who can support the transition of a new employee, at either location.

The IFA Administrator role will ideally have worked in a similar environment,  in order to make a quick transition into a busy team.  The role will see the IFA Administrator working off a range of different platforms and back office systems, liaising with clients, 3rd party suppliers and internal colleagues, so strong communication and organisational skills are essential.

The IFA Administrator will be involved in a wide variety of tasks including:

  • Dealing with client or provider queries via telephone and email
  • Distribution of letters of authority and collating policy information from providers, to include a wide range of products i.e. ISAs, General Investment Accounts, Investment Bonds & Trusts, Personal Pensions, SIPPs, SSAS, Defined Benefit Schemes
  • Fund performance analysis via FE Analytics
  • Maintaining client platform accounts, sale and subscribe and rebalancing, as well as regular income and cash balances
  • Setting up and amendments of regular client contributions, adhoc withdrawals etc.
  • General administration and servicing including processing death certificates and changes to client personal information
  • Production of illustrations for protection and annuities and requesting and collating Enhanced and Immediate Needs Annuity quotations

A fantastic package including hybrid working, flexible hours, 25 days plus bank holidays, study support as well as other great benefits are on offer.

For more information about this position, please contact the team at Collaborate Recruitment.