IFA Administrator Part Time

Royston, Hertfordshire
Vision-FS Recruitment

Position: IFA Administrator

Location: Royston, Hertfordshire (up to 2 days per week working from home)

Minimum Requirements: 2 years’ IFA administration experience; Strong experience of Intelligent Office; Good platforms knowledge; Live a commutable distance to Royston

Salary/package: Up to £37,000; Bonus; 25 days’ holiday; Pension; Income Protection; Study Support

YOUR NEW COMPANY:

Our client is a successful Financial Planning arm of an award-winning accountancy practice. Due to expansion, the business is keen to hire an experienced IFA Administrator.

THE ROLE:

Reporting to the firm’s Partner, the IFA Administrator’s key duties will include:

• Communicate effectively with customers both by phone, email and in writing
• Maintenance of client and portfolio records on Intelligent Office (IO) back office system
• Obtaining quotes and projections from product providers
• Processing new business and issuing policy documents/contract notes
• Liaison with investment/insurance companies/platforms to ensure that all matters are brought to an early conclusion
• Ensure all new business compliance requirements are met

REQUIREMENTS:

Candidates interested in the IFA Administrator vacancy will have the following criteria:

• 2 years’ IFA administration experience
• Strong experience of Intelligent Office
• Good platforms knowledge (such asTransact, Aviva, Aegon (Cofunds), Standard Life, Scottish Widows etc)
• Live a commutable distance to Royston

REMUNERATION / PACKAGE

The package for the IFA Administrator role is as follows:

• Up to £37,000 salary (depending on experience)
• Annual Bonus
• Up to 25 days’ annual leave
• Company pension
• Income Protection
• Study support

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.