IFA Administrator

IFA Administrator focuses on working closely with advisers to manage the full new business process from start to completion.

What the role involves

• Working closely with advisers to manage the full new business process from start to completion.
• Making outbound and receiving inbound telephone calls.
• Preparing for client meetings, including quote requests, valuations and appropriate literature.
• Preparing and submitting applications and supporting documentation to product providers.
• Chasing providers through to case completion and resolving any issues that arise.
• Inputting new business proposals into the back-office system in line with internal procedures.

Skills and requirements

• Minimum 2 years administration experience within an IFA environment (desirable).

Confirmed role details

• £26,000 – £30,000 per annum (dependent on experience and qualifications).
• Quarterly bonus scheme (subject to probation and performance).
• Company pension.
• Full exam support (exams funded, bonuses on completion, 1-1 coaching from experienced team).

Candidate fit

• Proactive, positive and an excellent communicator with a strong telephone manner.
• Confident using IT systems, particularly Microsoft Office.
• Detail-oriented, with a high level of accuracy.

Known job details

• Pay: £26,000-£30,000