IFA Administrator

£26,000 plus quarterly bonus between £300-£500

Medway

Mon-Fri 8:45am-5:30pm

A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will be training you to be a well equipped IFA Administrator. Role created due to internal promotion from growth.

Duties of the IFA Administrator:

- Gain a signed application form from the client and log relevant documentation, information and correspondence onto the IO CRM.

- Chase providers to gain relevant documentation and information for the binder folder for the meeting.

- Gain relevant documentation from clients and collate all information into the binder folder for the financial advisor at least 48 hours before the meeting.

- If the client is going through a pension transfer, keep the client regularly updated and give accurate time frames.

- Handling roughly new 4 client applications a week.

- Working effectively on the investment platforms such as Novia, Aviva, Link, Standard Life etc.

- Apply pressure to providers who are taking a long time to hand over relevant documentation and demand time frames.

- Gaining and chasing letters of authority.

- Be confident to be on the phone and chase relevant information rather than using email.

- Be at least rated 3/5 on your performance KPI's to gain your quarterly bonus.

Requirements of the IFA Administrator:

- Experience working within wealth management (Essential)

- Experience of submitting applications on platforms (Essential)

- Knowledge and experience using platforms such as Prudential and Aviva (Essential)

- Confident on the phone and building relationships (Essential)

- Worked within a small IFA (Desired)

- Ability of being empathetic to clients (Essential)

- Bubbly and outgoing personality (Essential)

Benefits:

- 20 days holiday plus Christmas shut down and bank holidays (31 in total)

- Quarterly Bonus

- Pension contribution

- Company pay for qualifications you are looking to gain in your industry

- Internal progression

- Non micromanagement environment

- Excellent training

If you are interested in this IFA Administrator opportunity and hold the relevant experience, I urge you to contact El on eburton@netboxrecruitment or call (phone number removed) opt 2.