We have an exciting opportunity for an IFA Administrator in our Portsmouth office. Key responsibilities are:
- maintaining up to date client fact find information and client files
- processing new business applications including liaising with providers
- obtaining plan information from providers
- document management / scanning
- assisting advisers with research / preparation to ensure the smooth running of the day-to-day business
- preparing annual reviews for adviser client meetings
- general office duties, including answering telephones, preparing meeting packs for client appointments and reviews, administrative support to the Wealth Management Director
This is an ideal opportunity if you are keen to build upon your existing skills, knowledge and experience within the IFA sector. The role is based in our Portsmouth office, however there may be requirement for you to travel to our other sites and / or client sites. It is therefore an essential requirement that you hold a current driving licence and have your own transport as some travelling will be involved.
We are looking for candidates with the following skills and experience:
- GCSE (or equivalent) in Maths and English, grade C or above
- at least 2+ years’ experience working within an IFA environment or Wealth Management Practice
- good working knowledge of pensions and investments
- excellent knowledge of Microsoft Office with intermediate excel skills as a minimum
- experience using Intelligent Office, client relationship management system
- excellent IT skills
- highly personable with excellent organisational and communication skills
A generous remuneration package includes:
- competitive market rate salary depending on experience
- pension scheme
- life assurance
- 23 days annual leave (exc BH) – increasing by one day per year up to a maximum of 28 days
- opportunity to purchase additional holiday days
- free car parking
- access to our corporate reward scheme
- employee Assistance Programme
- opportunity to develop your skills and progress within the Firm
- relaxed and friendly working environment
We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.