Job Information

The company

� A well-established, long standing IFA with a growing team are looking to add an IFA Administrator to support their director
� This is an opportunity for an IFA administrator to pick up Paraplanning duties, working alongside a talented fee-earner
� The role will have a broad scope of responsibility, and will be varied
� There may be scope for progression into Office Manager or Paraplanner from this role

The role

� Sales support for an IFA, 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 me£

� Salary between £20,000 - £30,000 plus benefits and bonus
� Study support up to chartered status
� A fun and modern environment with a buzzing team
� Flexible working hours

If you fit the candidate profile, please do apply, as this is an excellent opportunity.