Job Details
Senior IFA Administrator
Sector:Financial Services
Region : Greater London
Location: City
Salary: £25,000-£35,000 + benefits
Job Ref.: SL:IFAADM
Job Information
The company A well-established, long standing IFA with a growing team are looking for a Senior New Business IFA Administrator
The firm are a modern IFA who are winning vast levels of new business and are in need of someone to head up this function
A mid-sized firm with 10 advisors and a full back office support suite
This is a company Cameron James has placed with before, so can confirm the warm and inclusive culture
The role
Sales support for 2-3 IFAs, supporting with everything from new business submission to templated suitability reports
Utilising Intelligent Office to keep a secure client CRM and have one place for updating all the information
Taking ownership of training and supporting the more junior IFA administrators, also chasing providers
Some PA responsibilities such as diary management, scanning and answering client enquiries
The candidate
Minimum of 3 years' experience as an IFA administrator, processing pensions, investments and protection business
Strong back office systems knowledge, either using Plum, Avelo, Intelligent Office
Polished and professional, as you will have client contact and contact with providers
Experience writing suitability letters from templates and producing valuations
What's in it for meΒ£
Salary between Β£25,000 - Β£35,000 plus benefits and bonus
Study support up to chartered status
A fun and modern environment with a buzzing team
Seniority over junior administrators and progression opportunities
If you fit the candidate profile, please do apply, as this is an excellent opportunity.