IFA Administrator

Surrey. Up to £40,000 plus benefits

A financial services firm in Surrey is looking for an experienced Administrator to join their team to support the Financial Advisers & Paraplanners with their clients’ needs. You'll be the first point of contact for clients and will play a key role in keeping client records and reviews accurate and up to date.

The Role

• Carry out administrative tasks in support of the Financial Planning team.
• Communicate effectively with clients regarding their business with the firm.
• Use back-office systems such as Intelliflo to maintain client records.
• Understand investment platforms and how to read fund valuations in client portfolios.
• Process new business applications, including documentation checks.
• Prepare documents for outsourced paraplanners, including fact finds, risk assessments and illustrations.
• Create and process fund switch reports.

About You

• You will have at least 1 years’ experience in an IFA Administration role and ideally have started your diploma exams.
• Possess a solid understanding of pensions, investments, life assurance and mortgage products.
• Excellent telephone manner and customer service skills.
• Organised, able to prioritise, and comfortable working to deadlines under pressure.
• Good keyboard skills and PC literate, with sound knowledge of Microsoft Word and basic familiarity with Excel.

Onsite during probation, then hybrid working. Good benefits and discretionary annual bonus.

For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .