IFA Administrator
IDEX Consulting
- Warwick
- £31,000 per year
- Permanent
- Full-time
- Processing new business applications
- Processing fund switches, surrenders, income and investment withdrawals
- Product and fund research for new investments and top ups, using systems such as Adviser Asset and FE Analytics
- Obtaining all pre-sale documentation including quotations
- Acting as a point of contact for clients
- Collating information from product providers on clients existing arrangements
- Preparing valuation reports
- Servicing requests
- Writing advice and execution only letters
- Support and train other Adviser support and administration staff
- All tasks under Administrator role
- Adhere to the FCA's Conduct Rule
- Great opportunity to build a career within the financial services sector
- A chance to work for a company with great future prospects
- Options for support towards study for recognised financial services qualifications as your career develops
- Working hours 9am - 5pm Monday to Friday
- HR contributes 8% into your pension (after 3 months)
- 3x salary death in service (after 3 months)
- 1x salary group critical illness benefit (After 12 months)
- 24 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
- Bonus scheme
- Exam bonuses
- Confident IT skills with MS Office including Word, Excel and Outlook
- Excellent understanding of pensions, investments and protection products
- Excellent understanding of providers and platforms such as Standard Life, AJ Bell, Aviva etc.
- Able to provide training to other members of the IFA team
- Excellent time management and organisation skills
- Excellent attention to detail
- Willingness to learn and take on ad hoc tasks as and when required
- Excellent communication skills including listening, verbal and written
- Ability to interact with colleagues and other stakeholders politely and courteously
- Excellent customer care