IFA Administrator
2 days ago
Guildford
• Job Title/Location: Senior IFA Administrator, Guildford, • Salary: To £34,000 + benefits, • Requirements: At least 12 months previous IFA administration experience The Company/Team: This IFA Administrator role is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere. The Role: The IFA Administrator role helps to support several Advisors as well as a Senior Administrator and Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include: • A point of contact for clients on behalf of the Financial Planners., • Process all business in line with processes/procedures, collating AML documentation., • Prepare documentation, valuations, and reports for client meetings., • Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals., • Liaise with providers & 3rd parties to obtain information & manage client requests. Additional Information: The salary for the IFA Administrator post is to £34,000 + benefits & the chance to develop towards a Senior Admin or Paraplanner role. Please apply below. The IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.