IFA Administrator

Hove Permanent £24,000 - £27,000
  • Hard working
  • Team player

About Our Client

My client is a well established company based in Hove.

Job Description

The key responsibilities of an IFA Administrator will be:

  • Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements and uploading to our back-office system.
  • Working with a number of provider platforms - to add expectations for new monies in.
  • Processing Switches.
  • Purchasing and selling of funds.
  • Paying out ad hoc income requests.
  • Annual Client Review Reports.
  • Supporting and dealing with our migration project - moving assets from current platform over to new platform.
  • Answering overflow telephone calls.
  • Ad hoc Projects.

The Successful Applicant

The successful IFA Administrator will have:

  • Excellent interpersonal skills
  • Ability to communicate clearly and concisely, both orally and in writing.
  • Worked within a fast-paced office with a large team and the ability to work independently.
  • Ability to organise own workload, prioritise effectively and identify issues for escalation.
  • Strong computer skills.
  • Ability to learn new software.
  • Excellent Time Keeping.
  • Previous work in the IFA Market/dealing with Provider Platforms previously

What's on Offer

The successful IFA Administrator will earn up to £27,000 as well as ongoing support throughout your time with the business.

Trent Fawcett
Quote job ref
Phone number
+44 127 320 1203

Job summary

Business Support
Sub Sector
Financial Services Administrator
Financial Services
Contract type
Consultant name
Trent Fawcett
Consultant phone
+44 127 320 1203
Job reference