IFA Administrator – Financial Services J – 608
up to £25,000 (negotiable)
Full Time Administrator required for busy IFA practice
Working with platforms and DFM’s for their investment strategy along with our own portfolio Service
General Duties include:-
Looking after your own client bank with two advisers and all admin to go with this, working alongside two paraplanners and three administrators and the office manager.
Going into client meetings to take minutes
Processing business and sending out reports completed by paraplanners
Processing life, investments, SSAS, SIPP’s.
Monthly Fund Switching
Processing weekly commission on a rota basis
And general administration
There is 20 days holiday to start with and a company pension of 3% matched by the employer and Group Life Scheme after one year’s service.
There is a bonus scheme for Administrators: Discretionary and is based on performance.
CII exams will be supported.
Salary is based on experience.
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