IFA Administrator (path to paraplanning)

• Job Title: IFA Administrator, London/WFH
• Salary: To £36,000
• Office/WFH: 3 days office + 2 days WFH after training
• Requirements: Must have Financial Services administration experience covering either life/protection products, or pensions or investments. Ideally you would have experience working within another IFA business.
• Role Snapshot: Client meeting preparation & follow-up, process new business, liaising with Providers, Insurance Companies & Solicitors

Lovely company to work for, genuine support for those looking to progress either down the Paraplanner or advisory route, positive/energetic feel to the office, seconds from the nearest tube station.

The Company: Our client is a well-established IFA business, steadily expanding, now over 25 people, with a great feel to the office and excellent support provided for those wanting to develop towards Paraplanner or Advisor roles.

The Role: This IFA Administrator role will expose you to every element of the administration lifecycle, taking in life, pension, protection and investment products. The main responsibilities include:

• Meeting preparation and follow-up, i.e. preparation of draft valuation of policies and plans and pre-completing any Application Forms etc that are required.
• Liaising with providers, insurance companies and solicitors to gather data.
• Both online and postal processing of new business
• Maintaining and updating client records & creating new client records on the company database (Adviser Office, also known as 1st Technology or IRESS).
• Assisting with mailshots including ISA mailshots, meeting and greeting clients
• You will also be responsible eventually, for checking the work of others

Skills/Experience Required: For this IFA Administrator role, you should already have administration experience within an IFA business and a good command of MS Office. Excellent written and verbal communication skills are essential, as is attention to detail and the ability to work unsupervised, under pressure and to tight deadlines.

Additional Information: Salary for the IFA Administrator role is to £36,000 with bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am - 5.30pm.

The IFA Administrator position role is just one of many vacancies we are handling. ARC is a specialist Financial Services recruitment consultancy and the Consultant responsible for this role has over 30 years’ experience in this field. We also take on roles outside of FS from several clients. Areas of focus within FS include administration, compliance, business analysis, project/programme management, paraplanners, sales support, marketing, underwriting and group risk/employee benefit related roles. Check the arcconsulting.com website and feel free to call Darren Snell at any time.