IFA Administrator – Surrey

recruitukltd Salary: up to £23K (DOE)

Are you an experienced IFA administrator looking for their next position? How would you like to work for an award winning company, supporting IFAs in a great working environment and be provided with a great salary and benefits package?

My client is looking for an enthusiastic IFA administrator to join their expanding and successful office in Surrey. This client has built a reputable company for the last 20 years, with 3 offices in England plus 1 abroad, and have achieved chartered status; all of their advisers are chartered.

The role of the IFA administrator:

  • Paying up to 23K (DOE) with excellent benefits package (matching pension contributions up to 3% of salary, 4 x salary DIS, annual discretionary bonus and healthcare policy)
  • Support advisers in all capacities e.g. Sending out Advisory (Suitability) letters and enclosures
  • Composing Asset Allocation Spreadsheets
  • Handling all client queries and general administration duties

To qualify, the IFA administrator must:

  • Have experience working in an IFA environment
  • Have knowledge of financial software such as Adviser office
  • Be very well organised and able to multitask
  • Provide excellent customer service and be able to work well with colleagues

If you would like to apply for this IFA administrator position, please call Melissa on 01179-170413 or email melissa.meakins@recruitukltd.co.uk

Quote reference 12198

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